SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 439 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $740,401 | -5.0% | 10,941 | -0.3% | 0.07% | 0.0% |
| Q2 2023 | $779,562 | +4.1% | 10,975 | -0.6% | 0.07% | -5.4% |
| Q1 2023 | $749,056 | +8.6% | 11,040 | -3.2% | 0.07% | -3.9% |
| Q3 2022 | $690,000 | -6.2% | 11,400 | -2.8% | 0.08% | -6.1% |
| Q2 2022 | $736,000 | -16.7% | 11,729 | +0.7% | 0.08% | -4.7% |
| Q1 2022 | $884,000 | -7.0% | 11,649 | -1.9% | 0.09% | -5.5% |
| Q4 2021 | $951,000 | +1.9% | 11,878 | -2.5% | 0.09% | -8.1% |
| Q3 2021 | $933,000 | -5.3% | 12,177 | -3.3% | 0.10% | -4.8% |
| Q2 2021 | $985,000 | +11.8% | 12,587 | +6.3% | 0.10% | 0.0% |
| Q1 2021 | $881,000 | +7.6% | 11,841 | -1.4% | 0.10% | +1.0% |
| Q4 2020 | $819,000 | +20.4% | 12,009 | -2.0% | 0.10% | +2.0% |
| Q3 2020 | $680,000 | +7.3% | 12,256 | +1.7% | 0.10% | -1.9% |
| Q2 2020 | $634,000 | +30.7% | 12,057 | +4.8% | 0.10% | +9.6% |
| Q1 2020 | $485,000 | -31.1% | 11,503 | -1.8% | 0.09% | -17.5% |
| Q4 2019 | $704,000 | +16.6% | 11,711 | +9.5% | 0.11% | +6.5% |
| Q3 2019 | $604,000 | +4.1% | 10,691 | +5.6% | 0.11% | +2.9% |
| Q2 2019 | $580,000 | -75.5% | 10,122 | -0.4% | 0.10% | -63.8% |
| Q1 2019 | $2,365,000 | +408.6% | 10,158 | +3.8% | 0.29% | +189.9% |
| Q4 2018 | $465,000 | -91.6% | 9,788 | -96.5% | 0.10% | +43.5% |
| Q3 2018 | $5,522,000 | -35.8% | 279,222 | -40.9% | 0.07% | -28.9% |
| Q2 2018 | $8,602,000 | +2117.0% | 472,507 | +6159.2% | 0.10% | +31.1% |
| Q1 2018 | $388,000 | +4.0% | 7,549 | +10.0% | 0.07% | +5.7% |
| Q4 2017 | $373,000 | +31.3% | 6,862 | +24.3% | 0.07% | +18.6% |
| Q3 2017 | $284,000 | +30.3% | 5,522 | +20.3% | 0.06% | +20.4% |
| Q2 2017 | $218,000 | – | 4,589 | – | 0.05% | – |
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% |