SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,447,158 | -6.0% | 80,484 | -0.8% | 1.17% | -3.4% |
| Q2 2023 | $5,794,637 | +9.6% | 81,169 | +2.5% | 1.21% | +7.5% |
| Q1 2023 | $5,288,449 | +3.8% | 79,192 | +2.0% | 1.12% | -1.7% |
| Q4 2022 | $5,095,740 | -18.1% | 77,667 | -24.4% | 1.14% | -19.7% |
| Q3 2022 | $6,221,000 | -7.9% | 102,774 | -4.6% | 1.42% | -4.4% |
| Q2 2022 | $6,756,000 | -14.1% | 107,705 | +3.9% | 1.49% | -17.7% |
| Q1 2022 | $7,865,000 | +1.6% | 103,681 | +2.5% | 1.81% | -2.5% |
| Q4 2021 | $7,740,000 | +6.2% | 101,128 | +6.4% | 1.86% | -5.7% |
| Q3 2021 | $7,285,000 | +2.9% | 95,028 | +5.0% | 1.97% | +6.0% |
| Q2 2021 | $7,081,000 | +12.8% | 90,475 | +7.3% | 1.86% | +8.5% |
| Q1 2021 | $6,276,000 | +13.9% | 84,319 | +3.8% | 1.71% | +4.1% |
| Q4 2020 | $5,509,000 | +33.5% | 81,212 | +15.0% | 1.64% | +20.9% |
| Q3 2020 | $4,126,000 | +15.0% | 70,640 | +3.6% | 1.36% | +6.5% |
| Q2 2020 | $3,588,000 | +13.9% | 68,179 | -0.6% | 1.28% | +3.6% |
| Q1 2020 | $3,151,000 | -14.5% | 68,598 | +13.2% | 1.23% | +5.6% |
| Q4 2019 | $3,687,000 | +11.5% | 60,576 | +3.6% | 1.17% | +1.8% |
| Q3 2019 | $3,306,000 | +17.2% | 58,474 | +14.8% | 1.14% | +14.3% |
| Q1 2019 | $2,822,000 | +20.2% | 50,950 | +4.0% | 1.00% | +12.6% |
| Q4 2018 | $2,347,000 | +1.3% | 48,967 | +22.3% | 0.89% | +67.3% |
| Q3 2018 | $2,316,000 | +4.1% | 40,038 | -1.2% | 0.53% | +1.5% |
| Q2 2018 | $2,224,000 | +9.5% | 40,523 | +5.5% | 0.52% | +5.4% |
| Q1 2018 | $2,031,000 | +1.9% | 38,416 | +2.7% | 0.50% | -3.3% |
| Q4 2017 | $1,993,000 | +4.6% | 37,407 | -1.6% | 0.51% | +7.8% |
| Q3 2017 | $1,906,000 | +29.4% | 38,032 | +24.4% | 0.48% | +23.6% |
| Q2 2017 | $1,473,000 | -4.0% | 30,582 | -5.7% | 0.39% | -8.1% |
| Q1 2017 | $1,535,000 | -1.7% | 32,427 | -6.3% | 0.42% | -7.1% |
| Q4 2016 | $1,562,000 | -0.7% | 34,595 | -4.3% | 0.45% | +2.5% |
| Q3 2016 | $1,573,000 | -1.7% | 36,143 | -5.2% | 0.44% | -5.2% |
| Q2 2016 | $1,601,000 | +5.2% | 38,115 | +1.7% | 0.46% | -13.9% |
| Q1 2016 | $1,522,000 | +24.5% | 37,484 | +22.9% | 0.54% | +31.1% |
| Q4 2015 | $1,222,000 | +3.2% | 30,506 | +0.3% | 0.41% | -10.6% |
| Q3 2015 | $1,184,000 | +21.6% | 30,416 | +33.1% | 0.46% | +21.3% |
| Q2 2015 | $974,000 | +8.9% | 22,852 | +10.3% | 0.38% | +3.5% |
| Q1 2015 | $894,000 | +26.8% | 20,726 | +19.5% | 0.37% | +26.1% |
| Q4 2014 | $705,000 | – | 17,339 | – | 0.29% | – |
Download | ||||||
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% |