SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $844,829 | -4.7% | 12,483 | +0.0% | 0.02% | -5.3% |
| Q2 2023 | $886,556 | +269.4% | 12,481 | +200.4% | 0.02% | -29.6% |
| Q3 2018 | $240,000 | +42.9% | 4,155 | +35.5% | 0.03% | +42.1% |
| Q2 2018 | $168,000 | 0.0% | 3,066 | -3.8% | 0.02% | -13.6% |
| Q1 2018 | $168,000 | -27.6% | 3,186 | -31.1% | 0.02% | -15.4% |
| Q3 2017 | $232,000 | +7.9% | 4,624 | +3.6% | 0.03% | 0.0% |
| Q2 2017 | $215,000 | +1.9% | 4,463 | +0.2% | 0.03% | -7.1% |
| Q1 2017 | $211,000 | – | 4,453 | – | 0.03% | – |
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% |