SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,199,000 | +2.1% | 93,704 | -3.2% | 1.50% | -15.7% |
| Q2 2020 | $5,092,000 | +26.9% | 96,766 | +1.7% | 1.78% | -1.4% |
| Q1 2020 | $4,013,000 | -28.7% | 95,183 | +1.7% | 1.80% | -14.5% |
| Q4 2019 | $5,629,000 | -1.5% | 93,577 | -7.4% | 2.11% | -14.0% |
| Q3 2019 | $5,715,000 | -3.2% | 101,072 | -2.3% | 2.45% | +4.4% |
| Q2 2019 | $5,906,000 | +3.9% | 103,455 | +0.8% | 2.35% | -21.6% |
| Q1 2019 | $5,683,000 | +2.7% | 102,596 | +0.4% | 2.99% | -9.9% |
| Q4 2018 | $5,531,000 | -5.3% | 102,169 | +1.2% | 3.32% | +4.1% |
| Q3 2018 | $5,838,000 | – | 100,941 | – | 3.19% | – |
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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% |