SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $419,616 | -4.7% | 6,200 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $440,386 | +4.7% | 6,200 | 0.0% | 0.09% | +3.3% |
| Q1 2023 | $420,670 | +5.2% | 6,200 | 0.0% | 0.09% | +5.8% |
| Q4 2022 | $400,000 | +6.7% | 6,200 | 0.0% | 0.09% | -6.5% |
| Q3 2022 | $375,000 | -3.6% | 6,200 | 0.0% | 0.09% | +7.0% |
| Q2 2022 | $389,000 | -17.2% | 6,200 | 0.0% | 0.09% | -8.5% |
| Q1 2022 | $470,000 | -5.8% | 6,200 | 0.0% | 0.09% | -6.9% |
| Q4 2021 | $499,000 | +6.6% | 6,200 | +1.5% | 0.10% | -2.9% |
| Q3 2021 | $468,000 | +0.9% | 6,110 | +3.0% | 0.10% | +2.0% |
| Q2 2021 | $464,000 | +7.4% | 5,932 | +2.3% | 0.10% | +3.0% |
| Q1 2021 | $432,000 | +15.2% | 5,800 | +5.5% | 0.10% | +6.5% |
| Q4 2020 | $375,000 | +24.6% | 5,500 | +1.3% | 0.09% | +9.4% |
| Q3 2020 | $301,000 | +4.2% | 5,430 | -1.3% | 0.08% | +7.6% |
| Q2 2020 | $289,000 | +23.5% | 5,500 | -0.8% | 0.08% | +11.3% |
| Q1 2020 | $234,000 | -25.0% | 5,546 | +6.9% | 0.07% | -1.4% |
| Q4 2019 | $312,000 | -46.8% | 5,190 | -50.0% | 0.07% | +1.4% |
| Q3 2019 | $586,000 | – | 10,380 | – | 0.07% | – |
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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% |