SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $226,000 | -99.9% | 4,067 | -0.4% | 0.20% | -2.4% |
| Q2 2020 | $214,795,000 | +106763.2% | 4,082 | -14.4% | 0.21% | -9.1% |
| Q1 2020 | $201,000 | -28.7% | 4,771 | +1.7% | 0.23% | -5.7% |
| Q4 2019 | $282,000 | -24.8% | 4,691 | -29.2% | 0.24% | -23.2% |
| Q3 2019 | $375,000 | -12.0% | 6,627 | -11.1% | 0.32% | -11.6% |
| Q2 2019 | $426,000 | +9.8% | 7,458 | +6.4% | 0.36% | +10.7% |
| Q1 2019 | $388,000 | +15.8% | 7,010 | +0.3% | 0.33% | -3.8% |
| Q4 2018 | $335,000 | -17.5% | 6,986 | -0.5% | 0.34% | +4.0% |
| Q3 2018 | $406,000 | -8.8% | 7,020 | -13.4% | 0.33% | -15.1% |
| Q2 2018 | $445,000 | +10.4% | 8,108 | +6.4% | 0.38% | +5.8% |
| Q1 2018 | $403,000 | +5.5% | 7,623 | +6.2% | 0.36% | +13.8% |
| Q4 2017 | $382,000 | +54.7% | 7,179 | +45.9% | 0.32% | +41.8% |
| Q3 2017 | $247,000 | +6.9% | 4,920 | +2.7% | 0.22% | +5.1% |
| Q2 2017 | $231,000 | +1.8% | 4,790 | 0.0% | 0.21% | -0.5% |
| Q1 2017 | $227,000 | – | 4,790 | – | 0.22% | – |
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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% |