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 2018 | $12,413,000 | -21.1% | 258,981 | -4.8% | 7.23% | -4.0% |
| Q3 2018 | $15,728,000 | +6.2% | 271,919 | +0.8% | 7.53% | -1.3% |
| Q2 2018 | $14,811,000 | +4.6% | 269,825 | +0.7% | 7.62% | +2.0% |
| Q1 2018 | $14,165,000 | -5.4% | 267,858 | -4.7% | 7.47% | +1.6% |
| Q4 2017 | $14,969,000 | +4.9% | 280,998 | -1.3% | 7.36% | +1.6% |
| Q3 2017 | $14,269,000 | +2.2% | 284,762 | -1.8% | 7.24% | +0.5% |
| Q2 2017 | $13,964,000 | +1.4% | 289,958 | -0.4% | 7.20% | -2.8% |
| Q1 2017 | $13,774,000 | +5.9% | 291,015 | +1.1% | 7.41% | -0.7% |
| Q4 2016 | $13,002,000 | +7.9% | 287,979 | +4.0% | 7.47% | +3.0% |
| Q3 2016 | $12,050,000 | +3.5% | 276,890 | -0.1% | 7.25% | +1.2% |
| Q2 2016 | $11,643,000 | +0.6% | 277,166 | -2.8% | 7.16% | -3.0% |
| Q1 2016 | $11,577,000 | +6.6% | 285,209 | +5.2% | 7.39% | +12.9% |
| Q4 2015 | $10,865,000 | +4.5% | 271,170 | +1.6% | 6.54% | +1.6% |
| Q3 2015 | $10,393,000 | -7.0% | 267,027 | +1.9% | 6.44% | -4.1% |
| Q2 2015 | $11,170,000 | +1.0% | 261,962 | +2.2% | 6.71% | -0.8% |
| Q1 2015 | $11,057,000 | +91.7% | 256,246 | +80.7% | 6.77% | +39.9% |
| Q4 2014 | $5,769,000 | +1398.4% | 141,816 | +1324.9% | 4.84% | +1041.3% |
| Q3 2014 | $385,000 | +150.0% | 9,953 | +159.8% | 0.42% | +157.0% |
| Q2 2014 | $154,000 | – | 3,831 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |