SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,011,884 | -4.7% | 14,951 | 0.0% | 0.12% | -3.3% |
Q2 2023 | $1,061,970 | +3.5% | 14,951 | -1.2% | 0.12% | +2.5% |
Q1 2023 | $1,026,300 | +2.7% | 15,126 | -0.7% | 0.12% | +1.7% |
Q4 2022 | $998,912 | +8.3% | 15,225 | 0.0% | 0.12% | -0.9% |
Q3 2022 | $922,000 | -4.3% | 15,225 | -0.9% | 0.12% | 0.0% |
Q2 2022 | $963,000 | -17.4% | 15,356 | -0.1% | 0.12% | -7.9% |
Q1 2022 | $1,166,000 | -4.7% | 15,371 | +1.0% | 0.13% | +3.3% |
Q4 2021 | $1,224,000 | +3.2% | 15,216 | -1.7% | 0.12% | -47.9% |
Q3 2021 | $1,186,000 | -2.6% | 15,476 | -0.5% | 0.24% | -2.1% |
Q2 2021 | $1,218,000 | +4.2% | 15,559 | -0.9% | 0.24% | -2.0% |
Q1 2021 | $1,169,000 | +7.0% | 15,706 | -2.1% | 0.25% | +0.4% |
Q4 2020 | $1,093,000 | +22.8% | 16,035 | 0.0% | 0.24% | +9.9% |
Q3 2020 | $890,000 | +3.4% | 16,035 | -2.0% | 0.22% | -3.9% |
Q2 2020 | $861,000 | +19.6% | 16,367 | -4.2% | 0.23% | +4.0% |
Q1 2020 | $720,000 | -30.2% | 17,082 | -0.4% | 0.22% | -16.2% |
Q4 2019 | $1,032,000 | +6.4% | 17,157 | 0.0% | 0.27% | -2.9% |
Q3 2019 | $970,000 | -1.1% | 17,157 | -0.2% | 0.27% | -3.5% |
Q2 2019 | $981,000 | +0.6% | 17,184 | -2.4% | 0.28% | -5.3% |
Q1 2019 | $975,000 | +8.2% | 17,607 | -6.3% | 0.30% | -2.9% |
Q4 2018 | $901,000 | -16.3% | 18,788 | +0.9% | 0.31% | -9.4% |
Q3 2018 | $1,077,000 | +1.1% | 18,614 | -4.1% | 0.34% | -7.3% |
Q2 2018 | $1,065,000 | +5.6% | 19,404 | +1.7% | 0.37% | -8.0% |
Q1 2018 | $1,009,000 | -0.8% | 19,078 | -0.1% | 0.40% | +1.0% |
Q4 2017 | $1,017,000 | +4.1% | 19,091 | -2.0% | 0.40% | +0.8% |
Q3 2017 | $977,000 | +4.3% | 19,489 | +0.2% | 0.39% | -1.3% |
Q2 2017 | $937,000 | -6.8% | 19,458 | -8.4% | 0.40% | -12.7% |
Q1 2017 | $1,005,000 | +17.8% | 21,238 | +12.4% | 0.46% | +7.0% |
Q4 2016 | $853,000 | -0.8% | 18,903 | -4.3% | 0.43% | -9.7% |
Q3 2016 | $860,000 | +5.4% | 19,755 | +1.7% | 0.47% | -1.3% |
Q2 2016 | $816,000 | +3.9% | 19,426 | +0.4% | 0.48% | -34.8% |
Q1 2016 | $785,000 | +40.2% | 19,350 | +38.6% | 0.73% | +27.9% |
Q4 2015 | $560,000 | – | 13,965 | – | 0.57% | – |
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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% |