SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 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% |