SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 270 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,828,399 | -3.4% | 86,117 | +1.4% | 0.02% | 0.0% |
| Q2 2023 | $6,034,354 | +6.2% | 84,955 | +1.4% | 0.02% | +14.3% |
| Q1 2023 | $5,682,030 | +70881.0% | 83,744 | -31.4% | 0.01% | -33.3% |
| Q4 2022 | $8,005 | -99.8% | 122,002 | +39.0% | 0.02% | +31.2% |
| Q3 2022 | $5,314,000 | -2.4% | 87,788 | +1.2% | 0.02% | +6.7% |
| Q2 2022 | $5,443,000 | -42.2% | 86,774 | -30.1% | 0.02% | -34.8% |
| Q1 2022 | $9,419,000 | +43.0% | 124,164 | +51.6% | 0.02% | +53.3% |
| Q4 2021 | $6,589,000 | +7.7% | 81,919 | +2.7% | 0.02% | -6.2% |
| Q3 2021 | $6,117,000 | +3.0% | 79,792 | +5.1% | 0.02% | +6.7% |
| Q2 2021 | $5,939,000 | +7.2% | 75,884 | +2.0% | 0.02% | -6.2% |
| Q1 2021 | $5,540,000 | +12.2% | 74,430 | +2.8% | 0.02% | +6.7% |
| Q4 2020 | $4,937,000 | +30.1% | 72,404 | +5.8% | 0.02% | +15.4% |
| Q3 2020 | $3,796,000 | +5.3% | 68,413 | -0.2% | 0.01% | -7.1% |
| Q2 2020 | $3,606,000 | -20.2% | 68,524 | -36.0% | 0.01% | -33.3% |
| Q1 2020 | $4,516,000 | -36.5% | 107,114 | -9.4% | 0.02% | -19.2% |
| Q4 2019 | $7,113,000 | +3.5% | 118,261 | -2.7% | 0.03% | -3.7% |
| Q3 2019 | $6,872,000 | -5.2% | 121,549 | -4.2% | 0.03% | -3.6% |
| Q2 2019 | $7,246,000 | +1387.9% | 126,927 | +1206.5% | 0.03% | +600.0% |
| Q3 2017 | $487,000 | +4.1% | 9,715 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $468,000 | +1.7% | 9,715 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $460,000 | +4.8% | 9,715 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $439,000 | +3.8% | 9,715 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $423,000 | – | 9,715 | – | 0.00% | – |
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% |