SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 62 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,676,000 | +20.8% | 46,669 | +7.0% | 0.81% | +9.0% |
| Q4 2018 | $2,216,000 | +97.9% | 43,628 | +125.3% | 0.74% | +109.3% |
| Q3 2018 | $1,120,000 | +3.5% | 19,368 | +0.2% | 0.36% | -0.8% |
| Q2 2018 | $1,082,000 | +3.8% | 19,335 | -0.5% | 0.36% | +2.0% |
| Q1 2018 | $1,042,000 | -15.6% | 19,431 | -12.9% | 0.35% | -14.8% |
| Q4 2017 | $1,234,000 | -23.7% | 22,302 | -30.9% | 0.41% | -28.3% |
| Q3 2017 | $1,618,000 | +2.4% | 32,293 | +0.1% | 0.58% | -2.2% |
| Q2 2017 | $1,580,000 | +7.3% | 32,253 | +3.6% | 0.59% | +2.1% |
| Q1 2017 | $1,473,000 | +8.1% | 31,129 | +3.2% | 0.58% | -0.3% |
| Q4 2016 | $1,362,000 | -8.2% | 30,173 | -11.5% | 0.58% | -8.7% |
| Q3 2016 | $1,484,000 | +7.4% | 34,098 | +3.7% | 0.63% | +0.6% |
| Q2 2016 | $1,382,000 | +6.1% | 32,893 | +2.5% | 0.63% | +2.1% |
| Q1 2016 | $1,302,000 | +4.3% | 32,084 | +3.0% | 0.62% | +2.8% |
| Q4 2015 | $1,248,000 | +8.2% | 31,156 | +5.2% | 0.60% | +10.5% |
| Q3 2015 | $1,153,000 | +5.9% | 29,613 | +16.5% | 0.54% | +7.5% |
| Q2 2015 | $1,089,000 | -28.0% | 25,412 | -27.5% | 0.50% | -29.7% |
| Q1 2015 | $1,512,000 | +11.3% | 35,030 | +3.6% | 0.72% | +6.2% |
| Q4 2014 | $1,358,000 | +6.1% | 33,808 | -1.6% | 0.68% | +0.1% |
| Q3 2014 | $1,280,000 | -10.1% | 34,373 | -2.9% | 0.68% | -9.5% |
| Q2 2014 | $1,424,000 | +17.9% | 35,389 | +13.1% | 0.75% | +16.9% |
| Q1 2014 | $1,208,000 | +27.2% | 31,299 | +23.4% | 0.64% | +21.8% |
| Q4 2013 | $950,000 | +22.0% | 25,360 | +12.7% | 0.52% | +16.7% |
| Q3 2013 | $779,000 | +9.4% | 22,510 | +4.6% | 0.45% | +5.6% |
| Q2 2013 | $712,000 | – | 21,521 | – | 0.42% | – |
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% |