SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,862,519 | -4.2% | 588,985 | +0.5% | 4.88% | -1.0% |
| Q2 2023 | $41,628,219 | +5.4% | 586,065 | +0.7% | 4.93% | -1.2% |
| Q1 2023 | $39,481,219 | +3.5% | 581,890 | +0.1% | 4.99% | -2.2% |
| Q4 2022 | $38,154,501 | +14.0% | 581,534 | +5.2% | 5.10% | +5.8% |
| Q3 2022 | $33,463,000 | -2.5% | 552,841 | +1.1% | 4.82% | +2.4% |
| Q2 2022 | $34,312,000 | -15.4% | 546,983 | +2.3% | 4.71% | -3.3% |
| Q1 2022 | $40,555,000 | -4.2% | 534,599 | +1.6% | 4.87% | -3.1% |
| Q4 2021 | $42,327,000 | +5.4% | 526,257 | +0.5% | 5.03% | -1.4% |
| Q3 2021 | $40,153,000 | -1.2% | 523,786 | +0.9% | 5.10% | -0.3% |
| Q2 2021 | $40,623,000 | +4.7% | 519,011 | -0.5% | 5.12% | -1.6% |
| Q1 2021 | $38,807,000 | +7.3% | 521,395 | -1.7% | 5.20% | +3.2% |
| Q4 2020 | $36,151,000 | +21.0% | 530,231 | -1.5% | 5.04% | +6.0% |
| Q3 2020 | $29,871,000 | +5.9% | 538,412 | +0.4% | 4.76% | -1.7% |
| Q2 2020 | $28,209,000 | +32.2% | 536,087 | +5.9% | 4.84% | +8.3% |
| Q1 2020 | $21,334,000 | -23.9% | 506,016 | +8.6% | 4.46% | -11.2% |
| Q4 2019 | $28,025,000 | +9.4% | 465,912 | +2.7% | 5.03% | +3.1% |
| Q3 2019 | $25,627,000 | -4.0% | 453,445 | -3.0% | 4.87% | -0.9% |
| Q2 2019 | $26,681,000 | +9.8% | 467,344 | +6.5% | 4.92% | +3.4% |
| Q1 2019 | $24,304,000 | +27.1% | 438,844 | +10.1% | 4.76% | +7.8% |
| Q4 2018 | $19,121,000 | -10.6% | 398,736 | +7.9% | 4.41% | -2.8% |
| Q3 2018 | $21,377,000 | +14.1% | 369,459 | +8.3% | 4.54% | +7.3% |
| Q2 2018 | $18,728,000 | +8.7% | 341,263 | +4.7% | 4.23% | +3.8% |
| Q1 2018 | $17,232,000 | +6.7% | 325,835 | +7.5% | 4.08% | +2.1% |
| Q4 2017 | $16,147,000 | +25.0% | 303,073 | +17.6% | 3.99% | +9.9% |
| Q3 2017 | $12,919,000 | +19.5% | 257,823 | +14.9% | 3.63% | +5.8% |
| Q2 2017 | $10,815,000 | -99.9% | 224,381 | +37.0% | 3.43% | +10.0% |
| Q1 2017 | $7,750,000,000 | +193359.8% | 163,761 | +84.6% | 3.12% | +61.5% |
| Q4 2016 | $4,006,000 | +34.6% | 88,720 | +29.7% | 1.93% | +28.7% |
| Q3 2016 | $2,976,000 | -1.6% | 68,391 | -3.7% | 1.50% | -4.6% |
| Q2 2016 | $3,024,000 | +7.2% | 71,047 | +2.2% | 1.57% | -3.0% |
| Q1 2016 | $2,822,000 | -5.2% | 69,503 | -6.5% | 1.62% | +17.3% |
| Q4 2015 | $2,977,000 | -4.9% | 74,296 | -7.7% | 1.38% | -30.0% |
| Q3 2015 | $3,132,000 | -3.0% | 80,460 | +6.2% | 1.97% | +1.9% |
| Q2 2015 | $3,230,000 | +19.7% | 75,750 | +21.1% | 1.94% | +18.5% |
| Q1 2015 | $2,699,000 | +18.7% | 62,558 | +11.9% | 1.63% | +10.3% |
| Q4 2014 | $2,273,000 | +4.7% | 55,883 | -0.4% | 1.48% | -2.3% |
| Q3 2014 | $2,172,000 | -2.9% | 56,115 | +0.9% | 1.52% | -7.4% |
| Q2 2014 | $2,238,000 | +6.3% | 55,624 | +2.0% | 1.64% | +2.8% |
| Q1 2014 | $2,105,000 | – | 54,532 | – | 1.59% | – |
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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% |