SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 543 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 28.45 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $8,311,000 | +47.9% | 157,948 | +18.5% | 2.30% | +14.6% |
Q1 2020 | $5,620,000 | -23.7% | 133,290 | +8.8% | 2.00% | -8.4% |
Q4 2019 | $7,367,000 | +0.1% | 122,474 | -5.9% | 2.19% | +12.6% |
Q3 2019 | $7,360,000 | +7.9% | 130,166 | +9.0% | 1.94% | -2.5% |
Q2 2019 | $6,819,000 | +4.8% | 119,436 | +1.7% | 1.99% | -5.7% |
Q1 2019 | $6,508,000 | – | 117,495 | – | 2.11% | – |
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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% |