SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,452,000 | +40.8% | 27,591 | +12.8% | 0.68% | +45.3% |
| Q1 2020 | $1,031,000 | -43.3% | 24,457 | -19.1% | 0.47% | -7.0% |
| Q4 2019 | $1,818,000 | +28.4% | 30,232 | +20.7% | 0.50% | +92.0% |
| Q3 2019 | $1,416,000 | -1.4% | 25,045 | -0.5% | 0.26% | +2.7% |
| Q2 2019 | $1,436,000 | +7.9% | 25,159 | +4.7% | 0.26% | +10.4% |
| Q1 2019 | $1,331,000 | +35.7% | 24,035 | +17.4% | 0.23% | +14.9% |
| Q4 2018 | $981,000 | -36.2% | 20,468 | -23.0% | 0.20% | -39.8% |
| Q3 2018 | $1,537,000 | +2.3% | 26,567 | -3.0% | 0.33% | -2.1% |
| Q2 2018 | $1,503,000 | +75.2% | 27,381 | +53.7% | 0.34% | +135.2% |
| Q2 2017 | $858,000 | – | 17,818 | – | 0.14% | – |
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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% |