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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | -60.0% | 105 | -61.8% | 0.00% | -60.0% |
| Q4 2017 | $15,000 | +7.1% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $14,000 | +7.7% | 275 | -11.3% | 0.01% | 0.0% |
| Q1 2016 | $13,000 | -35.0% | 310 | -39.2% | 0.01% | -28.6% |
| Q4 2015 | $20,000 | +33.3% | 510 | +36.0% | 0.01% | -12.5% |
| Q3 2015 | $15,000 | -6.2% | 375 | 0.0% | 0.01% | +33.3% |
| Q2 2015 | $16,000 | +166.7% | 375 | +177.8% | 0.01% | +200.0% |
| Q1 2015 | $6,000 | – | 135 | – | 0.00% | – |
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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% |