SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |