SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $115,998 | +8.4% | 1,768 | – | 0.04% | +4.9% |
| Q3 2022 | $107,000 | -3.6% | 0 | -100.0% | 0.04% | +10.8% |
| Q2 2022 | $111,000 | -17.2% | 1,768 | 0.0% | 0.04% | -9.8% |
| Q1 2022 | $134,000 | -1.5% | 1,768 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $136,000 | -1.4% | 1,768 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $138,000 | +14.0% | 1,768 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $121,000 | +17.5% | 1,768 | -4.3% | 0.04% | +5.1% |
| Q3 2020 | $103,000 | +6.2% | 1,848 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $97,000 | +24.4% | 1,848 | 0.0% | 0.04% | +18.2% |
| Q1 2020 | $78,000 | -14.3% | 1,848 | +21.7% | 0.03% | +13.8% |
| Q4 2019 | $91,000 | +5.8% | 1,518 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $86,000 | +3.6% | 1,518 | +4.3% | 0.03% | -3.4% |
| Q2 2019 | $83,000 | +2.5% | 1,455 | 0.0% | 0.03% | +7.4% |
| Q1 2019 | $81,000 | +15.7% | 1,455 | 0.0% | 0.03% | +12.5% |
| Q4 2018 | $70,000 | -16.7% | 1,455 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $84,000 | +5.0% | 1,455 | 0.0% | 0.02% | -34.2% |
| Q2 2018 | $80,000 | -3.6% | 1,455 | -7.3% | 0.04% | +46.2% |
| Q1 2018 | $83,000 | +1.2% | 1,570 | +1.6% | 0.03% | 0.0% |
| Q4 2017 | $82,000 | +6.5% | 1,545 | +0.1% | 0.03% | +4.0% |
| Q3 2017 | $77,000 | +10.0% | 1,544 | +6.1% | 0.02% | +4.2% |
| Q2 2017 | $70,000 | +1.4% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $69,000 | +4.5% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $66,000 | +4.8% | 1,455 | 0.0% | 0.02% | +9.1% |
| Q3 2016 | $63,000 | +3.3% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $61,000 | +3.4% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $59,000 | +1.7% | 1,455 | 0.0% | 0.02% | +10.0% |
| Q4 2015 | $58,000 | +1.8% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $57,000 | -8.1% | 1,455 | 0.0% | 0.02% | -4.8% |
| Q2 2015 | $62,000 | -1.6% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $63,000 | -16.0% | 1,455 | -18.5% | 0.02% | -16.0% |
| Q4 2014 | $75,000 | +4.2% | 1,785 | 0.0% | 0.02% | -3.8% |
| Q3 2014 | $72,000 | -8.9% | 1,785 | -8.9% | 0.03% | -10.3% |
| Q2 2014 | $79,000 | +3.9% | 1,960 | 0.0% | 0.03% | -3.3% |
| Q1 2014 | $76,000 | -1.3% | 1,960 | -4.3% | 0.03% | 0.0% |
| Q4 2013 | $77,000 | -12.5% | 2,048 | -19.8% | 0.03% | -21.1% |
| Q3 2013 | $88,000 | +7.3% | 2,554 | 0.0% | 0.04% | -2.6% |
| Q2 2013 | $82,000 | – | 2,554 | – | 0.04% | – |
Download | ||||||
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% |