SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 137 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $645,000 | +19.0% | 14,286 | +14.6% | 0.02% | +10.5% |
| Q3 2016 | $542,000 | +21.8% | 12,461 | +17.7% | 0.02% | +18.8% |
| Q2 2016 | $445,000 | +7.5% | 10,588 | +3.8% | 0.02% | -5.9% |
| Q1 2016 | $414,000 | +64.9% | 10,197 | +62.8% | 0.02% | +54.5% |
| Q4 2015 | $251,000 | +6175.0% | 6,262 | +6162.0% | 0.01% | – |
| Q3 2015 | $4,000 | -81.8% | 100 | -81.0% | 0.00% | -100.0% |
| Q2 2015 | $22,000 | +100.0% | 525 | +110.0% | 0.00% | +100.0% |
| Q1 2015 | $11,000 | +10.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $10,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $10,000 | -50.0% | 250 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $20,000 | +233.3% | 500 | +233.3% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | -62.5% | 150 | -66.7% | 0.00% | -66.7% |
| Q3 2013 | $16,000 | +60.0% | 450 | +50.0% | 0.00% | +50.0% |
| Q2 2013 | $10,000 | – | 300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |