SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $36,676 | -14.7% | 559 | -21.2% | 0.01% | -9.1% |
| Q3 2022 | $43,000 | -2.3% | 709 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $44,000 | -18.5% | 709 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $54,000 | -5.3% | 709 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $57,000 | +5.6% | 709 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $54,000 | -1.8% | 709 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $55,000 | +3.8% | 709 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,000 | +10.4% | 709 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $48,000 | +23.1% | 709 | 0.0% | 0.01% | +9.1% |
| Q3 2020 | $39,000 | +5.4% | 709 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $37,000 | +23.3% | 709 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $30,000 | -30.2% | 709 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $43,000 | +7.5% | 709 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $40,000 | 0.0% | 709 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | +2.6% | 709 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $39,000 | -36.1% | 709 | -44.0% | 0.01% | -42.9% |
| Q4 2018 | $61,000 | -16.4% | 1,267 | 0.0% | 0.02% | -19.2% |
| Q3 2018 | $73,000 | +4.3% | 1,267 | 0.0% | 0.03% | -3.7% |
| Q2 2018 | $70,000 | +4.5% | 1,267 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $67,000 | 0.0% | 1,267 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $67,000 | +6.3% | 1,267 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $63,000 | +3.3% | 1,267 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $61,000 | +1.7% | 1,267 | 0.0% | 0.03% | -7.1% |
| Q1 2017 | $60,000 | +757.1% | 1,267 | +744.7% | 0.03% | +833.3% |
| Q4 2016 | $7,000 | – | 150 | – | 0.00% | – |
Download | ||||||
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% |