SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2 | -100.0% | 800 | +167.6% | 0.00% | – |
Q3 2022 | $5,000 | -80.0% | 299 | -25.1% | 0.00% | -100.0% |
Q2 2022 | $25,000 | +733.3% | 399 | -43.0% | 0.00% | – |
Q1 2022 | $3,000 | 0.0% | 700 | +40.0% | 0.00% | – |
Q4 2021 | $3,000 | -92.5% | 500 | -58.3% | 0.00% | -100.0% |
Q3 2021 | $40,000 | -4.8% | 1,199 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $42,000 | +425.0% | 1,199 | -0.1% | 0.00% | – |
Q1 2021 | $8,000 | -61.9% | 1,200 | -19.9% | 0.00% | -100.0% |
Q4 2020 | $21,000 | -46.2% | 1,499 | -28.6% | 0.00% | -50.0% |
Q3 2020 | $39,000 | +8.3% | 2,099 | -47.5% | 0.00% | 0.0% |
Q2 2020 | $36,000 | +620.0% | 3,999 | +37.9% | 0.00% | – |
Q1 2020 | $5,000 | -50.0% | 2,899 | -0.0% | 0.00% | -100.0% |
Q4 2019 | $10,000 | +900.0% | 2,900 | +38.1% | 0.00% | – |
Q3 2019 | $1,000 | -75.0% | 2,100 | -63.2% | 0.00% | – |
Q2 2019 | $4,000 | -71.4% | 5,700 | -29.6% | 0.00% | -100.0% |
Q1 2019 | $14,000 | -53.3% | 8,100 | +189.4% | 0.00% | -66.7% |
Q4 2018 | $30,000 | +650.0% | 2,799 | +12.0% | 0.00% | – |
Q3 2018 | $4,000 | -33.3% | 2,500 | +177.8% | 0.00% | – |
Q2 2018 | $6,000 | -80.0% | 900 | +50.0% | 0.00% | -100.0% |
Q3 2017 | $30,000 | -30.2% | 600 | -33.3% | 0.00% | -50.0% |
Q2 2017 | $43,000 | +19.4% | 900 | -16.5% | 0.00% | +100.0% |
Q1 2017 | $36,000 | +100.0% | 1,078 | +10.2% | 0.00% | 0.0% |
Q4 2016 | $18,000 | +12.5% | 978 | +158.7% | 0.00% | 0.0% |
Q3 2016 | $16,000 | -88.1% | 378 | -88.2% | 0.00% | -85.7% |
Q2 2016 | $135,000 | -21.1% | 3,215 | -23.7% | 0.01% | -36.4% |
Q1 2016 | $171,000 | +33.6% | 4,215 | +31.1% | 0.01% | +57.1% |
Q4 2015 | $128,000 | – | 3,215 | – | 0.01% | – |
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% |