SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,675,000 | +19.8% | 30,249 | +3.7% | 0.16% | +8.2% |
| Q4 2018 | $1,398,000 | +56.9% | 29,159 | +89.2% | 0.15% | +75.9% |
| Q3 2018 | $891,000 | +19.9% | 15,413 | +13.9% | 0.08% | +15.3% |
| Q2 2018 | $743,000 | +12.4% | 13,532 | +8.3% | 0.07% | +9.1% |
| Q1 2018 | $661,000 | +14.2% | 12,498 | +15.0% | 0.07% | +11.9% |
| Q4 2017 | $579,000 | +10.9% | 10,870 | +4.3% | 0.06% | +7.3% |
| Q3 2017 | $522,000 | +12.0% | 10,418 | +7.6% | 0.06% | +7.8% |
| Q2 2017 | $466,000 | -1.3% | 9,683 | -2.8% | 0.05% | -3.8% |
| Q1 2017 | $472,000 | +16.0% | 9,966 | +10.5% | 0.05% | +8.2% |
| Q4 2016 | $407,000 | +14.0% | 9,019 | +10.0% | 0.05% | +11.4% |
| Q3 2016 | $357,000 | +9.5% | 8,202 | +5.7% | 0.04% | +4.8% |
| Q2 2016 | $326,000 | +13.6% | 7,762 | +9.8% | 0.04% | +7.7% |
| Q1 2016 | $287,000 | +10.0% | 7,070 | +8.4% | 0.04% | +8.3% |
| Q4 2015 | $261,000 | +4.8% | 6,520 | +1.8% | 0.04% | -2.7% |
| Q3 2015 | $249,000 | -4.6% | 6,407 | +4.8% | 0.04% | +2.8% |
| Q2 2015 | $261,000 | +3.6% | 6,115 | +4.8% | 0.04% | +2.9% |
| Q1 2015 | $252,000 | +100.0% | 5,833 | +87.9% | 0.04% | +94.4% |
| Q4 2014 | $126,000 | +5.0% | 3,104 | +0.4% | 0.02% | 0.0% |
| Q3 2014 | $120,000 | -3.2% | 3,093 | +0.4% | 0.02% | 0.0% |
| Q2 2014 | $124,000 | – | 3,082 | – | 0.02% | – |
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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% |