SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $12,073,000 | +19.4% | 229,442 | -4.3% | 0.04% | -2.4% |
| Q1 2020 | $10,108,000 | -32.5% | 239,752 | -3.8% | 0.04% | -16.0% |
| Q4 2019 | $14,985,000 | +1.6% | 249,119 | -4.5% | 0.05% | -9.1% |
| Q3 2019 | $14,750,000 | -1.2% | 260,871 | -0.3% | 0.06% | -3.5% |
| Q2 2019 | $14,934,000 | +5.5% | 261,587 | +2.4% | 0.06% | +3.6% |
| Q1 2019 | $14,155,000 | +4.8% | 255,555 | -9.3% | 0.06% | -9.8% |
| Q4 2018 | $13,507,000 | -20.1% | 281,804 | -3.5% | 0.06% | -9.0% |
| Q3 2018 | $16,896,000 | +44.8% | 292,110 | +37.4% | 0.07% | +34.0% |
| Q2 2018 | $11,665,000 | +40.2% | 212,524 | +35.1% | 0.05% | +25.0% |
| Q1 2018 | $8,318,000 | -15.2% | 157,296 | -14.6% | 0.04% | -14.9% |
| Q4 2017 | $9,812,000 | +165.5% | 184,201 | +149.7% | 0.05% | +161.1% |
| Q3 2017 | $3,696,000 | +12.5% | 73,755 | +8.1% | 0.02% | +12.5% |
| Q2 2017 | $3,284,000 | +23.6% | 68,197 | +21.5% | 0.02% | +14.3% |
| Q1 2017 | $2,657,000 | +46.1% | 56,131 | +39.4% | 0.01% | +40.0% |
| Q4 2016 | $1,818,000 | +21.1% | 40,273 | +16.8% | 0.01% | +25.0% |
| Q3 2016 | $1,501,000 | – | 34,490 | – | 0.01% | – |
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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% |