SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $276,000 | +5.3% | 4,775 | 0.0% | 0.08% | 0.0% |
| Q2 2018 | $262,000 | +3.6% | 4,775 | 0.0% | 0.08% | +7.0% |
| Q1 2018 | $253,000 | -0.4% | 4,775 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $254,000 | -2.7% | 4,775 | -8.2% | 0.07% | -2.7% |
| Q3 2017 | $261,000 | +4.4% | 5,200 | 0.0% | 0.07% | 0.0% |
| Q2 2017 | $250,000 | +1.6% | 5,200 | 0.0% | 0.07% | -2.7% |
| Q1 2017 | $246,000 | +4.7% | 5,200 | 0.0% | 0.08% | +2.7% |
| Q4 2016 | $235,000 | +4.0% | 5,200 | 0.0% | 0.07% | 0.0% |
| Q3 2016 | $226,000 | +3.7% | 5,200 | 0.0% | 0.07% | -1.4% |
| Q2 2016 | $218,000 | +3.3% | 5,200 | 0.0% | 0.07% | +4.2% |
| Q1 2016 | $211,000 | +1.4% | 5,200 | 0.0% | 0.07% | -1.4% |
| Q4 2015 | $208,000 | +3.0% | 5,200 | 0.0% | 0.07% | 0.0% |
| Q3 2015 | $202,000 | -9.0% | 5,200 | 0.0% | 0.07% | +1.4% |
| Q2 2015 | $222,000 | -0.9% | 5,200 | 0.0% | 0.07% | -1.4% |
| Q1 2015 | $224,000 | +5.7% | 5,200 | 0.0% | 0.07% | +5.9% |
| Q4 2014 | $212,000 | +5.5% | 5,200 | 0.0% | 0.07% | -4.2% |
| Q3 2014 | $201,000 | -3.8% | 5,200 | 0.0% | 0.07% | +2.9% |
| Q2 2014 | $209,000 | +4.0% | 5,200 | 0.0% | 0.07% | 0.0% |
| Q1 2014 | $201,000 | -3.4% | 5,200 | -6.3% | 0.07% | +6.2% |
| Q4 2013 | $208,000 | – | 5,550 | – | 0.06% | – |
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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% |