SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 206 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,549,219 | -5.6% | 37,666 | -1.0% | 0.23% | -4.1% |
| Q2 2023 | $2,701,257 | -9.8% | 38,030 | -13.9% | 0.24% | -3.6% |
| Q1 2023 | $2,995,456 | -45.0% | 44,148 | -46.9% | 0.25% | -51.4% |
| Q4 2022 | $5,450,072 | +2.3% | 83,068 | -5.6% | 0.52% | -18.4% |
| Q3 2022 | $5,327,000 | -6.5% | 88,007 | -3.1% | 0.64% | -3.9% |
| Q2 2022 | $5,699,000 | -20.3% | 90,849 | -3.6% | 0.66% | -9.4% |
| Q1 2022 | $7,151,000 | -9.1% | 94,275 | -3.7% | 0.73% | -7.8% |
| Q4 2021 | $7,870,000 | -1.1% | 97,847 | -5.8% | 0.79% | -0.1% |
| Q3 2021 | $7,960,000 | -14.1% | 103,833 | -12.3% | 0.79% | -14.1% |
| Q2 2021 | $9,262,000 | +1.3% | 118,337 | -3.7% | 0.92% | -4.2% |
| Q1 2021 | $9,145,000 | +11.6% | 122,868 | +2.2% | 0.96% | -1.8% |
| Q4 2020 | $8,195,000 | +20.2% | 120,198 | -2.2% | 0.98% | +4.0% |
| Q3 2020 | $6,819,000 | +8.2% | 122,904 | +2.6% | 0.94% | -2.1% |
| Q2 2020 | $6,302,000 | +20.7% | 119,769 | -3.3% | 0.96% | -2.8% |
| Q1 2020 | $5,222,000 | -8.7% | 123,854 | +30.2% | 0.99% | +5.5% |
| Q4 2019 | $5,720,000 | +7.4% | 95,092 | +1.0% | 0.94% | -2.2% |
| Q3 2019 | $5,325,000 | +7.9% | 94,179 | +8.9% | 0.96% | +1.7% |
| Q2 2019 | $4,937,000 | +7.4% | 86,470 | +4.2% | 0.95% | -2.8% |
| Q1 2019 | $4,596,000 | +23.6% | 82,973 | +7.0% | 0.97% | -5.1% |
| Q4 2018 | $3,718,000 | -17.4% | 77,581 | -0.3% | 1.02% | +0.4% |
| Q3 2018 | $4,503,000 | +5.1% | 77,846 | -0.3% | 1.02% | -5.6% |
| Q2 2018 | $4,285,000 | +7.9% | 78,064 | +4.0% | 1.08% | +14.1% |
| Q1 2018 | $3,971,000 | -0.8% | 75,089 | -0.1% | 0.95% | -2.1% |
| Q4 2017 | $4,005,000 | +10.6% | 75,184 | +4.1% | 0.97% | +4.7% |
| Q3 2017 | $3,620,000 | +6.0% | 72,231 | +1.9% | 0.92% | -3.1% |
| Q2 2017 | $3,414,000 | +9.3% | 70,894 | +2.5% | 0.95% | -1.6% |
| Q1 2017 | $3,124,000 | 0.0% | 69,196 | 0.0% | 0.97% | 0.0% |
| Q4 2016 | $3,124,000 | -8.9% | 69,196 | -12.2% | 0.97% | -11.0% |
| Q3 2016 | $3,431,000 | -34.8% | 78,846 | -37.1% | 1.09% | -40.4% |
| Q2 2016 | $5,264,000 | +355.8% | 125,299 | +340.2% | 1.83% | +285.1% |
| Q1 2016 | $1,155,000 | -39.1% | 28,462 | -41.6% | 0.48% | -47.3% |
| Q3 2015 | $1,896,000 | – | 48,714 | – | 0.90% | – |
Download | ||||||
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% |