SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $38,674 | -43.6% | 570 | -45.4% | 0.00% | -50.0% |
| Q4 2022 | $68,516 | -86.3% | 1,044 | -87.3% | 0.00% | -88.9% |
| Q3 2022 | $499,000 | -3.9% | 8,248 | -0.4% | 0.02% | 0.0% |
| Q2 2022 | $519,000 | -28.8% | 8,281 | -13.9% | 0.02% | -14.3% |
| Q1 2022 | $729,000 | +11.6% | 9,613 | +18.4% | 0.02% | +10.5% |
| Q4 2021 | $653,000 | +3.0% | 8,121 | -1.8% | 0.02% | -5.0% |
| Q3 2021 | $634,000 | -71.4% | 8,268 | -70.9% | 0.02% | -71.4% |
| Q2 2021 | $2,220,000 | +2.0% | 28,369 | -3.0% | 0.07% | -13.6% |
| Q1 2021 | $2,177,000 | -5.6% | 29,251 | -13.5% | 0.08% | -12.0% |
| Q4 2020 | $2,305,000 | -35.0% | 33,807 | -47.1% | 0.09% | -44.9% |
| Q3 2020 | $3,547,000 | +1.7% | 63,932 | -3.5% | 0.17% | -12.6% |
| Q2 2020 | $3,486,000 | +17.3% | 66,242 | -6.0% | 0.19% | -1.5% |
| Q1 2020 | $2,972,000 | -32.7% | 70,499 | -3.9% | 0.19% | -16.4% |
| Q4 2019 | $4,414,000 | +31.9% | 73,383 | +25.2% | 0.23% | +13.2% |
| Q3 2019 | $3,346,000 | 0.0% | 58,611 | 0.0% | 0.20% | 0.0% |
| Q2 2019 | $3,346,000 | +77.1% | 58,611 | +71.8% | 0.20% | +54.1% |
| Q1 2019 | $1,889,000 | +26.8% | 34,108 | +9.7% | 0.13% | +2.3% |
| Q4 2018 | $1,490,000 | +19.7% | 31,082 | +44.4% | 0.13% | +42.9% |
| Q3 2018 | $1,245,000 | +9.5% | 21,526 | +7.3% | 0.09% | +4.6% |
| Q2 2018 | $1,137,000 | +35.0% | 20,068 | +26.0% | 0.09% | +29.9% |
| Q1 2018 | $842,000 | +8.2% | 15,927 | +9.0% | 0.07% | -1.5% |
| Q4 2017 | $778,000 | +44.1% | 14,612 | +35.6% | 0.07% | +9.7% |
| Q3 2017 | $540,000 | +134.8% | 10,772 | +125.1% | 0.06% | +106.7% |
| Q2 2017 | $230,000 | +69.1% | 4,786 | +66.8% | 0.03% | +50.0% |
| Q1 2017 | $136,000 | +183.3% | 2,870 | +159.0% | 0.02% | +122.2% |
| Q3 2016 | $48,000 | +37.1% | 1,108 | +33.3% | 0.01% | +12.5% |
| Q2 2016 | $35,000 | +84.2% | 831 | +79.1% | 0.01% | +60.0% |
| Q1 2016 | $19,000 | +1800.0% | 464 | +1917.4% | 0.01% | – |
| Q4 2015 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | – | 23 | – | 0.00% | – |
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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% |