SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $677,000 | -64.4% | 11,980 | -64.1% | 0.10% | -66.3% |
| Q2 2019 | $1,903,000 | -15.5% | 33,327 | -18.1% | 0.30% | -41.1% |
| Q1 2019 | $2,253,000 | -10.3% | 40,681 | -22.4% | 0.51% | -29.6% |
| Q4 2018 | $2,512,000 | -15.7% | 52,411 | +1.7% | 0.72% | -7.2% |
| Q3 2018 | $2,981,000 | +29.6% | 51,543 | +23.0% | 0.78% | +21.3% |
| Q2 2018 | $2,300,000 | -45.4% | 41,910 | -49.7% | 0.64% | -8.8% |
| Q1 2018 | $4,211,000 | +77.5% | 83,387 | +87.2% | 0.70% | -4.1% |
| Q4 2017 | $2,373,000 | +8.6% | 44,541 | +2.1% | 0.73% | +1.5% |
| Q3 2017 | $2,186,000 | +16.2% | 43,627 | +11.7% | 0.72% | +12.6% |
| Q2 2017 | $1,882,000 | +11.2% | 39,071 | +9.3% | 0.64% | +2.9% |
| Q1 2017 | $1,692,000 | +451.1% | 35,754 | +426.0% | 0.62% | +383.7% |
| Q4 2016 | $307,000 | – | 6,797 | – | 0.13% | – |
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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% |