SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 137 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,868,917 | -5.1% | 86,716 | -0.4% | 1.93% | +0.9% |
| Q2 2023 | $6,183,750 | +4.8% | 87,058 | +0.1% | 1.91% | +0.8% |
| Q1 2023 | $5,898,753 | +3.0% | 86,938 | -0.4% | 1.89% | -0.2% |
| Q4 2022 | $5,725,518 | +10.3% | 87,266 | +1.7% | 1.90% | +133.3% |
| Q3 2022 | $5,193,000 | -2.4% | 85,788 | +1.1% | 0.81% | -55.2% |
| Q2 2022 | $5,321,000 | -16.3% | 84,823 | +1.2% | 1.82% | +48.6% |
| Q1 2022 | $6,361,000 | -4.0% | 83,848 | +1.8% | 1.22% | -39.2% |
| Q4 2021 | $6,626,000 | +5.9% | 82,378 | +0.9% | 2.01% | +11.1% |
| Q3 2021 | $6,259,000 | -0.6% | 81,641 | +1.5% | 1.81% | -14.8% |
| Q2 2021 | $6,297,000 | +5.9% | 80,449 | +0.7% | 2.12% | -1.5% |
| Q1 2021 | $5,944,000 | +11.5% | 79,859 | +2.1% | 2.16% | +151.5% |
| Q4 2020 | $5,331,000 | +22.8% | 78,186 | -0.1% | 0.86% | -52.8% |
| Q3 2020 | $4,341,000 | -0.4% | 78,244 | -0.3% | 1.81% | -3.6% |
| Q2 2020 | $4,359,000 | +23.1% | 78,497 | -1.9% | 1.88% | +1.5% |
| Q1 2020 | $3,541,000 | -39.0% | 79,983 | -17.1% | 1.85% | +199.0% |
| Q4 2019 | $5,806,000 | +8.5% | 96,522 | +2.0% | 0.62% | -75.4% |
| Q3 2019 | $5,351,000 | -8.3% | 94,634 | -7.4% | 2.52% | +1526.5% |
| Q2 2019 | $5,834,000 | -0.5% | 102,196 | -3.5% | 0.16% | -93.4% |
| Q1 2019 | $5,866,000 | +15.8% | 105,902 | +0.2% | 2.36% | +449.4% |
| Q4 2018 | $5,066,000 | -16.7% | 105,693 | -2.2% | 0.43% | -83.9% |
| Q3 2018 | $6,085,000 | +3.9% | 108,080 | +1.3% | 2.66% | +581.1% |
| Q2 2018 | $5,857,000 | +5.1% | 106,698 | +1.0% | 0.39% | -86.1% |
| Q1 2018 | $5,575,000 | -1.6% | 105,622 | -0.7% | 2.82% | -0.6% |
| Q4 2017 | $5,665,000 | +20.5% | 106,344 | +13.4% | 2.83% | +13.0% |
| Q3 2017 | $4,701,000 | +6.3% | 93,804 | +2.1% | 2.51% | +2.1% |
| Q2 2017 | $4,423,000 | +4.9% | 91,833 | +3.1% | 2.46% | +31.5% |
| Q1 2017 | $4,215,000 | +10.2% | 89,056 | +5.1% | 1.87% | -20.0% |
| Q4 2016 | $3,826,000 | +10.4% | 84,732 | +6.4% | 2.33% | +7.1% |
| Q3 2016 | $3,465,000 | +5.9% | 79,621 | +2.2% | 2.18% | +6.6% |
| Q2 2016 | $3,272,000 | +103.4% | 77,895 | +96.5% | 2.04% | +74.6% |
| Q1 2016 | $1,609,000 | -0.1% | 39,639 | -1.4% | 1.17% | +3.0% |
| Q4 2015 | $1,610,000 | +8.4% | 40,189 | +5.3% | 1.14% | +19.1% |
| Q3 2015 | $1,485,000 | -5.5% | 38,159 | +3.5% | 0.96% | -15.6% |
| Q2 2015 | $1,572,000 | +10.5% | 36,868 | +11.8% | 1.13% | +11.4% |
| Q1 2015 | $1,423,000 | +28.4% | 32,975 | +21.1% | 1.02% | +53.2% |
| Q4 2014 | $1,108,000 | +28.1% | 27,232 | +21.8% | 0.66% | +2.0% |
| Q3 2014 | $865,000 | -2.4% | 22,352 | +1.5% | 0.65% | +29.0% |
| Q2 2014 | $886,000 | +3.6% | 22,026 | -0.5% | 0.50% | -17.1% |
| Q1 2014 | $855,000 | +1.5% | 22,141 | -1.5% | 0.61% | +1382.9% |
| Q4 2013 | $842,000 | +7.9% | 22,477 | -0.2% | 0.04% | -93.2% |
| Q3 2013 | $780,000 | +6.1% | 22,527 | -2.0% | 0.61% | +982.1% |
| Q2 2013 | $735,000 | – | 22,988 | – | 0.06% | – |
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% |