SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 65 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $804,000 | -3.9% | 14,498 | -8.8% | 0.03% | -12.9% |
| Q2 2020 | $837,000 | +20.3% | 15,901 | -3.7% | 0.03% | +3.3% |
| Q1 2020 | $696,000 | -34.4% | 16,504 | -6.0% | 0.03% | -16.7% |
| Q4 2019 | $1,061,000 | -3.3% | 17,559 | -9.4% | 0.04% | -7.7% |
| Q3 2019 | $1,097,000 | +3.0% | 19,375 | +3.9% | 0.04% | +5.4% |
| Q2 2019 | $1,065,000 | -1.0% | 18,652 | -5.4% | 0.04% | 0.0% |
| Q1 2019 | $1,076,000 | +3.4% | 19,707 | +9.7% | 0.04% | +2.8% |
| Q3 2018 | $1,041,000 | -26.1% | 17,972 | -29.7% | 0.04% | -32.1% |
| Q2 2018 | $1,409,000 | +678.5% | 25,570 | +650.5% | 0.05% | +657.1% |
| Q4 2017 | $181,000 | -10.8% | 3,407 | -20.7% | 0.01% | -30.0% |
| Q1 2017 | $203,000 | -37.0% | 4,295 | -39.8% | 0.01% | -37.5% |
| Q4 2016 | $322,000 | -50.1% | 7,139 | -51.8% | 0.02% | -52.9% |
| Q3 2016 | $645,000 | +65.4% | 14,817 | +55.4% | 0.03% | +54.5% |
| Q1 2016 | $390,000 | +49.4% | 9,536 | +42.5% | 0.02% | +57.1% |
| Q3 2015 | $261,000 | +8.8% | 6,691 | +19.3% | 0.01% | +27.3% |
| Q2 2015 | $240,000 | -84.8% | 5,610 | -88.7% | 0.01% | -91.3% |
| Q2 2013 | $1,582,000 | – | 49,441 | – | 0.13% | – |
Download | ||||||
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% |