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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $202,000 | -9.0% | 3,681 | -12.2% | 0.09% | -8.9% |
| Q1 2018 | $222,000 | -12.9% | 4,191 | -12.6% | 0.10% | -8.2% |
| Q4 2017 | $255,000 | -34.3% | 4,796 | -38.1% | 0.11% | -32.9% |
| Q3 2017 | $388,000 | +2.1% | 7,744 | -2.0% | 0.16% | -5.7% |
| Q2 2017 | $380,000 | +3.5% | 7,899 | +1.8% | 0.17% | +1.8% |
| Q1 2017 | $367,000 | +5.8% | 7,759 | +1.0% | 0.17% | -23.3% |
| Q4 2016 | $347,000 | +8.4% | 7,681 | +4.5% | 0.22% | +36.8% |
| Q3 2016 | $320,000 | +6.7% | 7,350 | +2.8% | 0.16% | +4.5% |
| Q2 2016 | $300,000 | -1.3% | 7,150 | -4.6% | 0.16% | -3.7% |
| Q1 2016 | $304,000 | -0.3% | 7,498 | -1.4% | 0.16% | -5.3% |
| Q4 2015 | $305,000 | +1.0% | 7,605 | -2.0% | 0.17% | -3.9% |
| Q3 2015 | $302,000 | +8.6% | 7,760 | +19.0% | 0.18% | -6.3% |
| Q2 2015 | $278,000 | +9.0% | 6,522 | +10.3% | 0.19% | +8.0% |
| Q1 2015 | $255,000 | +14.9% | 5,915 | +8.5% | 0.18% | +10.0% |
| Q4 2014 | $222,000 | – | 5,453 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 771,194 | $60,361,000 | 23.86% |
| Filbrandt Wealth Management, LLC | 283,420 | $22,183,000 | 12.57% |
| MONEYWISE, INC. | 235,231 | $18,412,000 | 12.57% |
| Newton One Investments LLC | 189,112 | $14,802,000 | 11.75% |
| Legacy Wealth Management, Inc | 1,182,071 | $92,521,000 | 11.60% |
| Northeast Financial Group, Inc. | 200,327 | $15,679,628 | 10.24% |
| Harbor Group, Inc. | 196,498 | $15,380,000 | 10.12% |
| Opal Wealth Advisors, LLC | 135,321 | $10,592,000 | 9.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 195,499 | $15,302,000 | 9.40% |
| Northern Capital Management, Inc. | 140,704 | $11,013,000 | 9.36% |