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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $241,000 | +18.1% | 3,540 | -3.9% | 0.10% | +8.6% |
| Q3 2020 | $204,000 | -98.2% | 3,685 | -98.6% | 0.09% | -98.4% |
| Q1 2020 | $11,135,000 | -28.9% | 264,122 | +1.4% | 5.85% | -6.5% |
| Q4 2019 | $15,662,000 | +8.3% | 260,379 | +1.8% | 6.26% | +9.1% |
| Q3 2019 | $14,460,000 | -2.2% | 255,754 | -1.2% | 5.74% | -4.4% |
| Q2 2019 | $14,781,000 | +23.3% | 258,912 | +19.6% | 6.00% | +19.1% |
| Q1 2019 | $11,989,000 | +18.9% | 216,448 | +2.9% | 5.04% | +2.0% |
| Q4 2018 | $10,084,000 | -18.0% | 210,398 | -1.0% | 4.94% | -13.0% |
| Q3 2018 | $12,297,000 | -14.7% | 212,608 | -19.0% | 5.68% | -12.9% |
| Q2 2018 | $14,411,000 | -9.0% | 262,548 | -12.4% | 6.52% | -13.2% |
| Q1 2018 | $15,840,000 | -36.3% | 299,554 | -35.8% | 7.50% | -35.7% |
| Q4 2017 | $24,869,000 | +2.6% | 466,856 | -3.5% | 11.68% | -1.7% |
| Q3 2017 | $24,242,000 | -1.1% | 483,774 | -5.0% | 11.89% | -7.4% |
| Q2 2017 | $24,513,000 | +4.1% | 508,991 | +2.3% | 12.83% | +4.7% |
| Q1 2017 | $23,549,000 | +43.5% | 497,542 | +36.9% | 12.26% | +22.9% |
| Q4 2016 | $16,405,000 | +529.8% | 363,352 | +507.1% | 9.98% | +453.4% |
| Q3 2016 | $2,605,000 | -35.0% | 59,849 | -37.2% | 1.80% | -37.8% |
| Q2 2016 | $4,005,000 | -6.3% | 95,336 | -9.5% | 2.90% | -4.5% |
| Q1 2016 | $4,276,000 | -4.0% | 105,334 | -5.3% | 3.04% | +5.7% |
| Q4 2015 | $4,456,000 | +28.3% | 111,207 | +24.6% | 2.87% | +23.1% |
| Q3 2015 | $3,474,000 | -6.7% | 89,267 | +2.2% | 2.33% | +6.4% |
| Q2 2015 | $3,724,000 | +19.3% | 87,332 | +20.8% | 2.19% | +15.0% |
| Q1 2015 | $3,121,000 | +34.4% | 72,322 | +26.7% | 1.91% | +25.4% |
| Q4 2014 | $2,323,000 | -22.4% | 57,102 | -26.2% | 1.52% | -34.8% |
| Q3 2014 | $2,995,000 | -35.2% | 77,402 | -32.6% | 2.33% | -39.4% |
| Q2 2014 | $4,621,000 | -33.4% | 114,827 | -36.1% | 3.84% | -32.7% |
| Q1 2014 | $6,940,000 | +50.2% | 179,757 | +45.7% | 5.71% | +44.3% |
| Q4 2013 | $4,620,000 | – | 123,387 | – | 3.96% | – |
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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% |