SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,338 | -4.2% | 15,918 | +0.5% | 0.03% | +16.0% |
| Q2 2023 | $1,124,613 | +5.3% | 15,833 | +0.6% | 0.02% | -10.7% |
| Q1 2023 | $1,068,141 | -27.4% | 15,743 | -29.8% | 0.03% | -31.7% |
| Q4 2022 | $1,471,127 | +8.2% | 22,422 | -0.2% | 0.04% | 0.0% |
| Q3 2022 | $1,360,000 | +39.6% | 22,460 | +44.7% | 0.04% | 0.0% |
| Q2 2022 | $974,000 | -8.5% | 15,517 | +10.7% | 0.04% | +17.1% |
| Q1 2022 | $1,064,000 | -46.6% | 14,014 | -43.4% | 0.04% | -38.6% |
| Q4 2021 | $1,992,000 | +4.1% | 24,758 | -0.8% | 0.06% | -6.6% |
| Q3 2021 | $1,914,000 | +1.2% | 24,962 | +3.3% | 0.06% | 0.0% |
| Q2 2021 | $1,891,000 | +11.4% | 24,160 | +6.0% | 0.06% | +1.7% |
| Q1 2021 | $1,697,000 | +231.4% | 22,797 | +204.0% | 0.06% | +122.2% |
| Q4 2020 | $512,000 | +15.6% | 7,499 | -6.4% | 0.03% | +12.5% |
| Q3 2020 | $443,000 | +95.2% | 8,008 | +85.9% | 0.02% | +60.0% |
| Q2 2020 | $227,000 | +11.3% | 4,308 | -11.0% | 0.02% | -11.8% |
| Q1 2020 | $204,000 | -38.4% | 4,838 | -11.9% | 0.02% | -39.3% |
| Q4 2019 | $331,000 | +23.5% | 5,494 | +16.0% | 0.03% | +7.7% |
| Q3 2019 | $268,000 | -11.0% | 4,736 | -10.1% | 0.03% | -21.2% |
| Q2 2019 | $301,000 | -43.8% | 5,269 | -45.5% | 0.03% | -50.7% |
| Q1 2019 | $536,000 | +12.4% | 9,661 | -2.9% | 0.07% | -1.5% |
| Q4 2018 | $477,000 | -21.8% | 9,949 | -5.6% | 0.07% | -6.8% |
| Q3 2018 | $610,000 | +12.8% | 10,535 | +7.1% | 0.07% | +2.8% |
| Q2 2018 | $541,000 | +46.2% | 9,840 | +40.7% | 0.07% | +36.5% |
| Q1 2018 | $370,000 | +1.6% | 6,992 | +2.5% | 0.05% | +6.1% |
| Q4 2017 | $364,000 | +70.1% | 6,822 | +59.8% | 0.05% | +36.1% |
| Q3 2017 | $214,000 | -20.4% | 4,268 | -30.7% | 0.04% | -32.1% |
| Q3 2016 | $269,000 | -40.7% | 6,161 | -42.9% | 0.05% | -41.8% |
| Q2 2016 | $454,000 | +22.7% | 10,788 | +18.5% | 0.09% | +5.8% |
| Q1 2016 | $370,000 | +26.7% | 9,106 | +25.3% | 0.09% | +45.8% |
| Q4 2015 | $292,000 | +207.4% | 7,267 | +211.1% | 0.06% | +2850.0% |
| Q4 2014 | $95,000 | -100.0% | 2,336 | -89.5% | 0.00% | -98.1% |
| Q2 2014 | $444,781,000 | +82881.5% | 22,259 | +60.3% | 0.10% | -35.8% |
| Q1 2014 | $536,000 | +2.9% | 13,883 | -0.3% | 0.16% | -2.4% |
| Q4 2013 | $521,000 | -6.8% | 13,927 | -13.8% | 0.17% | -13.1% |
| Q3 2013 | $559,000 | +45.2% | 16,161 | +34.1% | 0.19% | +45.8% |
| Q2 2013 | $385,000 | – | 12,047 | – | 0.13% | – |
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% |