SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,083,000 | +5.7% | 18,007 | -0.7% | 0.33% | -3.2% |
| Q3 2019 | $1,025,000 | 0.0% | 18,135 | +1.0% | 0.34% | -10.7% |
| Q2 2019 | $1,025,000 | +2.6% | 17,955 | -0.5% | 0.38% | -0.3% |
| Q1 2019 | $999,000 | +15.2% | 18,042 | -0.3% | 0.38% | +0.3% |
| Q4 2018 | $867,000 | -6.5% | 18,088 | +12.8% | 0.38% | +4.9% |
| Q3 2018 | $927,000 | +1.9% | 16,029 | -3.4% | 0.37% | -3.4% |
| Q2 2018 | $910,000 | +4.0% | 16,586 | +0.2% | 0.38% | +3.6% |
| Q1 2018 | $875,000 | -5.3% | 16,547 | -4.7% | 0.37% | -5.4% |
| Q4 2017 | $924,000 | +4.9% | 17,354 | -1.2% | 0.39% | +0.8% |
| Q3 2017 | $881,000 | +3.8% | 17,573 | -0.3% | 0.38% | +2.1% |
| Q2 2017 | $849,000 | +1.7% | 17,624 | -0.1% | 0.38% | +0.5% |
| Q1 2017 | $835,000 | – | 17,637 | – | 0.37% | – |
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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% |