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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,769,611 | -0.7% | 26,147 | +4.2% | 0.03% | 0.0% |
Q2 2023 | $1,781,791 | +5.0% | 25,085 | +0.3% | 0.03% | 0.0% |
Q1 2023 | $1,696,811 | +3.0% | 25,008 | -0.4% | 0.03% | -6.7% |
Q4 2022 | $1,646,628 | +127.4% | 25,097 | +109.7% | 0.03% | +57.9% |
Q3 2022 | $724,000 | -3.9% | 11,967 | -0.2% | 0.02% | +11.8% |
Q2 2022 | $753,000 | -73.3% | 11,996 | -67.7% | 0.02% | -69.6% |
Q1 2022 | $2,815,000 | -1.7% | 37,109 | +4.3% | 0.06% | -3.4% |
Q4 2021 | $2,863,000 | -36.4% | 35,594 | -39.4% | 0.06% | -34.1% |
Q3 2021 | $4,505,000 | +71.1% | 58,770 | +74.7% | 0.09% | +41.9% |
Q2 2021 | $2,633,000 | +8.4% | 33,640 | +3.1% | 0.06% | -7.5% |
Q1 2021 | $2,430,000 | +1.7% | 32,643 | -6.8% | 0.07% | -13.0% |
Q4 2020 | $2,389,000 | +18.9% | 35,041 | -3.3% | 0.08% | +1.3% |
Q3 2020 | $2,010,000 | +3.5% | 36,223 | -1.8% | 0.08% | -8.4% |
Q2 2020 | $1,942,000 | +30.6% | 36,903 | +4.6% | 0.08% | +3.8% |
Q1 2020 | $1,487,000 | -33.3% | 35,265 | -4.8% | 0.08% | -15.8% |
Q4 2019 | $2,228,000 | +12.5% | 37,035 | +5.7% | 0.10% | +9.2% |
Q3 2019 | $1,981,000 | +11.3% | 35,031 | +12.5% | 0.09% | +10.1% |
Q2 2019 | $1,780,000 | +3.4% | 31,148 | +0.5% | 0.08% | -8.1% |
Q1 2019 | $1,721,000 | +31.4% | 31,007 | +13.7% | 0.09% | +11.7% |
Q4 2018 | $1,310,000 | -16.8% | 27,267 | +0.1% | 0.08% | 0.0% |
Q3 2018 | $1,574,000 | +344.6% | 27,235 | +320.6% | 0.08% | +285.0% |
Q2 2018 | $354,000 | +20.8% | 6,476 | +16.0% | 0.02% | +11.1% |
Q1 2018 | $293,000 | +7.7% | 5,584 | +8.4% | 0.02% | +5.9% |
Q4 2017 | $272,000 | -6.5% | 5,152 | -10.1% | 0.02% | -5.6% |
Q3 2017 | $291,000 | +26.0% | 5,729 | +19.8% | 0.02% | +28.6% |
Q2 2017 | $231,000 | – | 4,783 | – | 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% |