SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 202 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,104,372 | +71.5% | 16,318 | +80.0% | 0.14% | +80.0% |
| Q2 2023 | $643,798 | +34.1% | 9,064 | +28.1% | 0.08% | +27.1% |
| Q1 2023 | $480,157 | +19.9% | 7,077 | +15.9% | 0.06% | +15.7% |
| Q4 2022 | $400,532 | -5.8% | 6,105 | -13.0% | 0.05% | -5.6% |
| Q3 2022 | $425,000 | -5.8% | 7,016 | -2.4% | 0.05% | +10.2% |
| Q2 2022 | $451,000 | -17.2% | 7,190 | 0.0% | 0.05% | -7.5% |
| Q1 2022 | $545,000 | -18.2% | 7,190 | -13.1% | 0.05% | -13.1% |
| Q4 2021 | $666,000 | -8.5% | 8,275 | -12.8% | 0.06% | -12.9% |
| Q3 2021 | $728,000 | +1.0% | 9,491 | +3.0% | 0.07% | +1.4% |
| Q2 2021 | $721,000 | +0.1% | 9,216 | -4.8% | 0.07% | -4.2% |
| Q1 2021 | $720,000 | +10.4% | 9,680 | +1.2% | 0.07% | +5.9% |
| Q4 2020 | $652,000 | +1.6% | 9,564 | -17.3% | 0.07% | -6.8% |
| Q3 2020 | $642,000 | +16.7% | 11,564 | +10.6% | 0.07% | +9.0% |
| Q2 2020 | $550,000 | +44.4% | 10,454 | +15.7% | 0.07% | +31.4% |
| Q1 2020 | $381,000 | -28.8% | 9,033 | +1.5% | 0.05% | -20.3% |
| Q4 2019 | $535,000 | +5.9% | 8,900 | -0.3% | 0.06% | +3.2% |
| Q3 2019 | $505,000 | +50.3% | 8,929 | +51.9% | 0.06% | +34.8% |
| Q2 2019 | $336,000 | +3.7% | 5,879 | +0.5% | 0.05% | 0.0% |
| Q1 2019 | $324,000 | +15.7% | 5,850 | 0.0% | 0.05% | +7.0% |
| Q4 2018 | $280,000 | -17.2% | 5,850 | 0.0% | 0.04% | +7.5% |
| Q3 2018 | $338,000 | +5.3% | 5,850 | 0.0% | 0.04% | +8.1% |
| Q2 2018 | $321,000 | +3.9% | 5,850 | 0.0% | 0.04% | +5.7% |
| Q1 2018 | $309,000 | -20.6% | 5,850 | -19.9% | 0.04% | -20.5% |
| Q4 2017 | $389,000 | +6.3% | 7,299 | 0.0% | 0.04% | +10.0% |
| Q3 2017 | $366,000 | +4.0% | 7,299 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $352,000 | +2.0% | 7,299 | 0.0% | 0.04% | +5.3% |
| Q1 2017 | $345,000 | +4.5% | 7,299 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $330,000 | +3.8% | 7,299 | 0.0% | 0.04% | +5.6% |
| Q3 2016 | $318,000 | +3.6% | 7,299 | 0.0% | 0.04% | +2.9% |
| Q2 2016 | $307,000 | +3.7% | 7,299 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $296,000 | +5.3% | 7,299 | +4.3% | 0.04% | 0.0% |
| Q4 2015 | $281,000 | +97.9% | 7,001 | +91.9% | 0.04% | +105.9% |
| Q3 2015 | $142,000 | -9.0% | 3,648 | 0.0% | 0.02% | -5.6% |
| Q2 2015 | $156,000 | -0.6% | 3,648 | 0.0% | 0.02% | -5.3% |
| Q1 2015 | $157,000 | +6.1% | 3,648 | 0.0% | 0.02% | -5.0% |
| Q4 2014 | $148,000 | -9.8% | 3,648 | -14.2% | 0.02% | -16.7% |
| Q3 2014 | $164,000 | -4.1% | 4,250 | 0.0% | 0.02% | -4.0% |
| Q2 2014 | $171,000 | +4.3% | 4,250 | 0.0% | 0.02% | -3.8% |
| Q1 2014 | $164,000 | – | 4,250 | – | 0.03% | – |
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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% |