SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $49,000 | -98.3% | 1,012 | -98.0% | 0.09% | -96.8% |
| Q3 2018 | $2,877,000 | +13.1% | 49,740 | +7.4% | 2.89% | +8.5% |
| Q2 2018 | $2,543,000 | -4.5% | 46,325 | -8.0% | 2.67% | -12.7% |
| Q1 2018 | $2,663,000 | +385.9% | 50,355 | +389.4% | 3.05% | +391.8% |
| Q4 2017 | $548,000 | +37.3% | 10,290 | +29.1% | 0.62% | +31.6% |
| Q3 2017 | $399,000 | -99.9% | 7,968 | +38.7% | 0.47% | +48.9% |
| Q2 2017 | $276,583,000 | +10.6% | 5,743 | +8.7% | 0.32% | +2.3% |
| Q1 2017 | $250,139,000 | -52.5% | 5,285 | -54.3% | 0.31% | -44.0% |
| Q4 2016 | $526,462,000 | – | 11,560 | – | 0.55% | – |
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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% |