SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $209,000 | -35.1% | 4,966 | -7.2% | 0.02% | -18.2% |
| Q4 2019 | $322,000 | -5.6% | 5,351 | -11.2% | 0.02% | -12.0% |
| Q3 2019 | $341,000 | +4.3% | 6,023 | +5.0% | 0.02% | +4.2% |
| Q2 2019 | $327,000 | -0.9% | 5,736 | -3.6% | 0.02% | -4.0% |
| Q1 2019 | $330,000 | +76.5% | 5,953 | +52.6% | 0.02% | +47.1% |
| Q4 2018 | $187,000 | -26.7% | 3,902 | -11.4% | 0.02% | -19.0% |
| Q3 2018 | $255,000 | +26.2% | 4,402 | +19.7% | 0.02% | +16.7% |
| Q2 2018 | $202,000 | -0.5% | 3,678 | -4.2% | 0.02% | -5.3% |
| Q1 2018 | $203,000 | +1.0% | 3,839 | +1.5% | 0.02% | -5.0% |
| Q4 2017 | $201,000 | +4.7% | 3,781 | -1.4% | 0.02% | -4.8% |
| Q3 2017 | $192,000 | +6.7% | 3,835 | +2.8% | 0.02% | 0.0% |
| Q2 2017 | $180,000 | +9.1% | 3,729 | +7.2% | 0.02% | -8.7% |
| Q1 2017 | $165,000 | +27.9% | 3,479 | +21.9% | 0.02% | +21.1% |
| Q4 2016 | $129,000 | 0.0% | 2,854 | -3.9% | 0.02% | -5.0% |
| Q3 2016 | $129,000 | -7.9% | 2,969 | -11.1% | 0.02% | -13.0% |
| Q2 2016 | $140,000 | -29.6% | 3,341 | -31.8% | 0.02% | -34.3% |
| Q1 2016 | $199,000 | -5.2% | 4,901 | -6.6% | 0.04% | -10.3% |
| Q4 2015 | $210,000 | – | 5,248 | – | 0.04% | – |
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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% |