SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 543 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 28.45 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,270,000 | -8.0% | 29,617 | -6.1% | 0.75% | -9.1% |
| Q2 2021 | $2,467,000 | +50.1% | 31,552 | -11.9% | 0.83% | -14.0% |
| Q1 2021 | $1,644,000 | -66.8% | 35,828 | -34.3% | 0.96% | -50.2% |
| Q4 2020 | $4,957,000 | +138.8% | 54,499 | +45.7% | 1.94% | +111.0% |
| Q3 2020 | $2,076,000 | +4.6% | 37,415 | -0.8% | 0.92% | -3.5% |
| Q2 2020 | $1,984,000 | +17.2% | 37,709 | -6.1% | 0.95% | +1.4% |
| Q1 2020 | $1,693,000 | -19.6% | 40,152 | +14.6% | 0.94% | -9.7% |
| Q4 2019 | $2,107,000 | +4.9% | 35,030 | -1.4% | 1.04% | -1.0% |
| Q3 2019 | $2,008,000 | -38.6% | 35,511 | -38.0% | 1.05% | -36.4% |
| Q2 2019 | $3,272,000 | -18.5% | 57,308 | -20.9% | 1.65% | -20.4% |
| Q1 2019 | $4,014,000 | -84.1% | 72,469 | +37.3% | 2.07% | +49.6% |
| Q4 2018 | $25,295,000 | – | 52,775 | – | 1.38% | – |
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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% |