SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $387,776 | -24.7% | 5,730 | -20.9% | 0.03% | -25.0% |
Q2 2023 | $514,793 | -16.6% | 7,248 | -20.3% | 0.04% | -18.2% |
Q1 2023 | $617,133 | +63.6% | 9,096 | +58.2% | 0.04% | +46.7% |
Q4 2022 | $377,162 | -17.3% | 5,749 | -17.1% | 0.03% | -28.6% |
Q3 2022 | $456,000 | +10.7% | 6,939 | +5.7% | 0.04% | +40.0% |
Q2 2022 | $412,000 | -17.3% | 6,565 | 0.0% | 0.03% | -14.3% |
Q1 2022 | $498,000 | -5.7% | 6,565 | 0.0% | 0.04% | +6.1% |
Q4 2021 | $528,000 | +5.0% | 6,565 | 0.0% | 0.03% | -2.9% |
Q3 2021 | $503,000 | -2.1% | 6,565 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $514,000 | +5.1% | 6,565 | 0.0% | 0.03% | +3.0% |
Q1 2021 | $489,000 | +1.9% | 6,565 | -6.8% | 0.03% | -19.5% |
Q4 2020 | $480,000 | +25.0% | 7,041 | +1.8% | 0.04% | +5.1% |
Q3 2020 | $384,000 | +5.8% | 6,919 | +0.3% | 0.04% | 0.0% |
Q2 2020 | $363,000 | -7.2% | 6,900 | -25.7% | 0.04% | -17.0% |
Q1 2020 | $391,000 | -29.9% | 9,282 | 0.0% | 0.05% | -6.0% |
Q4 2019 | $558,000 | +6.5% | 9,282 | +0.3% | 0.05% | +4.2% |
Q3 2019 | $524,000 | -3.3% | 9,257 | -2.5% | 0.05% | 0.0% |
Q2 2019 | $542,000 | +8.0% | 9,497 | +4.7% | 0.05% | +6.7% |
Q1 2019 | $502,000 | +7.0% | 9,072 | -7.4% | 0.04% | -6.2% |
Q4 2018 | $469,000 | +71.2% | 9,794 | +106.7% | 0.05% | +71.4% |
Q3 2018 | $274,000 | -14.6% | 4,739 | -19.1% | 0.03% | -20.0% |
Q2 2018 | $321,000 | +3.5% | 5,857 | 0.0% | 0.04% | -5.4% |
Q1 2018 | $310,000 | +45.5% | 5,857 | +46.5% | 0.04% | +42.3% |
Q4 2017 | $213,000 | +7.0% | 3,997 | +0.3% | 0.03% | 0.0% |
Q3 2017 | $199,000 | +3.6% | 3,987 | +0.1% | 0.03% | -7.1% |
Q2 2017 | $192,000 | +2.1% | 3,982 | +0.2% | 0.03% | +16.7% |
Q1 2017 | $188,000 | +102.2% | 3,975 | +92.4% | 0.02% | +84.6% |
Q4 2016 | $93,000 | +745.5% | 2,066 | +733.1% | 0.01% | +550.0% |
Q1 2015 | $11,000 | – | 248 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |