SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $4,938,000 | -1.0% | 104,323 | -5.6% | 2.96% | -1.0% |
| Q4 2016 | $4,988,000 | +9.5% | 110,466 | +5.5% | 2.99% | +5.5% |
| Q3 2016 | $4,557,000 | -6.3% | 104,716 | -9.5% | 2.83% | -36.9% |
| Q2 2016 | $4,861,000 | -21.0% | 115,707 | -23.7% | 4.49% | -23.0% |
| Q1 2016 | $6,153,000 | -13.8% | 151,575 | -14.9% | 5.83% | -14.8% |
| Q4 2015 | $7,140,000 | – | 178,194 | – | 6.84% | – |
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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% |