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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $218,000 | +4.3% | 2,780 | -1.1% | 0.02% | -6.2% |
| Q1 2021 | $209,000 | -58.3% | 2,810 | -68.9% | 0.02% | -65.2% |
| Q3 2020 | $501,000 | -1.8% | 9,038 | -6.7% | 0.05% | -2.1% |
| Q2 2020 | $510,000 | -13.0% | 9,686 | -30.3% | 0.05% | -51.0% |
| Q1 2020 | $586,000 | -11.1% | 13,893 | +26.8% | 0.10% | -9.4% |
| Q4 2019 | $659,000 | +3.6% | 10,958 | -2.5% | 0.11% | +12.8% |
| Q3 2019 | $636,000 | -12.0% | 11,243 | -11.2% | 0.09% | -12.1% |
| Q2 2019 | $723,000 | +10.2% | 12,658 | +6.8% | 0.11% | +20.2% |
| Q1 2019 | $656,000 | +18.6% | 11,850 | +2.6% | 0.09% | +6.0% |
| Q4 2018 | $553,000 | +24.0% | 11,546 | +49.8% | 0.08% | +95.3% |
| Q3 2018 | $446,000 | +86.6% | 7,706 | +77.0% | 0.04% | +26.5% |
| Q2 2018 | $239,000 | +5.8% | 4,353 | +1.8% | 0.03% | +6.2% |
| Q1 2018 | $226,000 | +0.9% | 4,274 | +1.6% | 0.03% | -11.1% |
| Q4 2017 | $224,000 | -86.3% | 4,207 | -89.2% | 0.04% | -86.3% |
| Q2 2016 | $1,639,000 | +13.0% | 39,008 | +9.1% | 0.26% | +116.5% |
| Q1 2016 | $1,451,000 | +5.0% | 35,741 | +3.6% | 0.12% | -45.5% |
| Q4 2015 | $1,382,000 | +0.7% | 34,490 | -2.2% | 0.22% | +2.3% |
| Q3 2015 | $1,372,000 | -8.5% | 35,249 | +0.2% | 0.22% | -6.1% |
| Q2 2015 | $1,500,000 | -3.1% | 35,167 | -2.0% | 0.23% | -7.2% |
| Q1 2015 | $1,548,000 | +7.1% | 35,872 | +0.9% | 0.25% | -8.5% |
| Q4 2014 | $1,446,000 | – | 35,538 | – | 0.27% | – |
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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% |