SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,316 | -4.7% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $96,885 | +4.4% | 1,364 | -0.3% | 0.00% | -33.3% |
| Q1 2023 | $92,819 | +3.7% | 1,368 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $89,492 | +7.8% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $83,000 | -3.5% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $86,000 | -16.5% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $103,000 | -6.4% | 1,364 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $110,000 | +1.9% | 1,364 | -2.8% | 0.00% | -25.0% |
| Q3 2021 | $108,000 | -1.8% | 1,404 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $110,000 | +4.8% | 1,404 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $105,000 | +9.4% | 1,404 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $96,000 | +23.1% | 1,404 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $78,000 | +5.4% | 1,404 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $74,000 | +25.4% | 1,404 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $59,000 | -29.8% | 1,404 | +0.1% | 0.01% | -16.7% |
| Q4 2019 | $84,000 | +6.3% | 1,403 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $79,000 | -1.2% | 1,403 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $80,000 | -77.1% | 1,403 | -77.8% | 0.01% | -76.7% |
| Q1 2019 | $350,000 | +15.5% | 6,323 | 0.0% | 0.03% | +7.1% |
| Q4 2018 | $303,000 | -28.9% | 6,323 | -14.1% | 0.03% | -34.9% |
| Q3 2018 | $426,000 | +27.2% | 7,361 | +20.7% | 0.04% | +16.2% |
| Q2 2018 | $335,000 | +5.7% | 6,097 | +1.7% | 0.04% | 0.0% |
| Q1 2018 | $317,000 | +21.5% | 5,997 | +22.2% | 0.04% | +19.4% |
| Q4 2017 | $261,000 | -41.3% | 4,907 | -44.8% | 0.03% | -47.5% |
| Q3 2017 | $445,000 | +87.8% | 8,887 | +80.8% | 0.06% | +73.5% |
| Q2 2017 | $237,000 | +2.2% | 4,915 | +0.2% | 0.03% | 0.0% |
| Q1 2017 | $232,000 | +112.8% | 4,907 | +95.0% | 0.03% | +112.5% |
| Q3 2016 | $109,000 | +2.8% | 2,516 | 0.0% | 0.02% | +6.7% |
| Q2 2016 | $106,000 | +2.9% | 2,516 | -0.7% | 0.02% | -16.7% |
| Q1 2016 | $103,000 | -26.4% | 2,535 | -27.3% | 0.02% | -33.3% |
| Q4 2015 | $140,000 | +2.9% | 3,488 | 0.0% | 0.03% | -12.9% |
| Q3 2015 | $136,000 | -23.6% | 3,488 | -16.3% | 0.03% | -20.5% |
| Q2 2015 | $178,000 | -1.1% | 4,166 | 0.0% | 0.04% | -11.4% |
| Q1 2015 | $180,000 | +6.5% | 4,166 | 0.0% | 0.04% | +4.8% |
| Q4 2014 | $169,000 | +81.7% | 4,166 | +72.9% | 0.04% | +40.0% |
| Q3 2014 | $93,000 | -7.9% | 2,409 | -4.1% | 0.03% | -14.3% |
| Q2 2014 | $101,000 | +24.7% | 2,512 | +19.4% | 0.04% | +6.1% |
| Q1 2014 | $81,000 | +11.0% | 2,104 | +7.9% | 0.03% | +22.2% |
| Q4 2013 | $73,000 | +25.9% | 1,950 | +16.6% | 0.03% | +8.0% |
| Q3 2013 | $58,000 | +728.6% | 1,673 | +627.4% | 0.02% | +525.0% |
| Q2 2013 | $7,000 | – | 230 | – | 0.00% | – |
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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% |