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 ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 771,194 | $60,361,000 | 23.86% |
| Filbrandt Wealth Management, LLC | 283,420 | $22,183,000 | 12.57% |
| MONEYWISE, INC. | 235,231 | $18,412,000 | 12.57% |
| Newton One Investments LLC | 189,112 | $14,802,000 | 11.75% |
| Legacy Wealth Management, Inc | 1,182,071 | $92,521,000 | 11.60% |
| Northeast Financial Group, Inc. | 200,327 | $15,679,628 | 10.24% |
| Harbor Group, Inc. | 196,498 | $15,380,000 | 10.12% |
| Opal Wealth Advisors, LLC | 135,321 | $10,592,000 | 9.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 195,499 | $15,302,000 | 9.40% |
| Northern Capital Management, Inc. | 140,704 | $11,013,000 | 9.36% |