SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $511,593 | +100607.3% | 7,559 | +5.6% | 0.19% | +12.0% |
| Q2 2023 | $508 | +28.3% | 7,158 | +22.7% | 0.17% | +32.5% |
| Q1 2023 | $396 | +5.9% | 5,832 | +2.3% | 0.13% | +2.4% |
| Q4 2022 | $374 | -99.9% | 5,699 | -1.5% | 0.12% | -3.1% |
| Q3 2022 | $350,000 | +3.9% | 5,788 | +7.8% | 0.13% | +10.4% |
| Q2 2022 | $337,000 | -14.5% | 5,370 | +3.5% | 0.12% | -2.5% |
| Q1 2022 | $394,000 | -4.4% | 5,189 | +1.3% | 0.12% | -2.5% |
| Q4 2021 | $412,000 | +9.9% | 5,123 | +4.9% | 0.12% | +8.0% |
| Q3 2021 | $375,000 | -16.9% | 4,886 | -19.4% | 0.11% | -15.8% |
| Q1 2021 | $451,000 | +28.5% | 6,065 | -4.2% | 0.13% | +11.8% |
| Q3 2020 | $351,000 | -3.8% | 6,332 | -8.6% | 0.12% | -9.2% |
| Q2 2020 | $365,000 | +46.6% | 6,929 | +17.2% | 0.13% | +26.0% |
| Q1 2020 | $249,000 | -24.5% | 5,911 | +7.7% | 0.10% | -11.9% |
| Q4 2019 | $330,000 | -26.3% | 5,486 | -30.8% | 0.12% | -34.8% |
| Q3 2019 | $448,000 | -2.6% | 7,928 | -1.6% | 0.18% | -1.6% |
| Q2 2019 | $460,000 | +6.0% | 8,061 | +2.9% | 0.18% | -5.6% |
| Q1 2019 | $434,000 | -87.8% | 7,834 | +5.4% | 0.20% | +15.4% |
| Q4 2018 | $3,562,000 | +688.1% | 7,432 | -4.8% | 0.17% | -10.6% |
| Q3 2018 | $452,000 | +1.3% | 7,808 | -4.0% | 0.19% | -3.1% |
| Q2 2018 | $446,000 | -10.8% | 8,132 | -13.3% | 0.20% | -4.4% |
| Q4 2017 | $500,000 | +0.2% | 9,381 | -5.7% | 0.20% | -2.4% |
| Q3 2017 | $499,000 | +11.6% | 9,953 | +7.3% | 0.21% | +5.0% |
| Q2 2017 | $447,000 | +1.6% | 9,279 | -0.1% | 0.20% | +0.5% |
| Q1 2017 | $440,000 | +1.1% | 9,288 | -3.5% | 0.20% | -2.0% |
| Q4 2016 | $435,000 | +55.9% | 9,626 | +50.6% | 0.20% | +55.4% |
| Q3 2016 | $279,000 | – | 6,392 | – | 0.13% | – |
Download | ||||||
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% |