SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,177,000 | -50.6% | 52,814 | -53.6% | 0.02% | -54.2% |
| Q3 2019 | $6,437,000 | +153.5% | 113,843 | +156.0% | 0.05% | +152.6% |
| Q2 2019 | $2,539,000 | +5.0% | 44,474 | +1.9% | 0.02% | -5.0% |
| Q1 2019 | $2,418,000 | +6.8% | 43,651 | -7.6% | 0.02% | -9.1% |
| Q4 2018 | $2,265,000 | -16.7% | 47,245 | +0.4% | 0.02% | -18.5% |
| Q3 2018 | $2,720,000 | +37.7% | 47,039 | +30.7% | 0.03% | 0.0% |
| Q2 2018 | $1,976,000 | -53.7% | 35,991 | -55.4% | 0.03% | -54.2% |
| Q1 2018 | $4,268,000 | +136.5% | 80,699 | +138.2% | 0.06% | +145.8% |
| Q4 2017 | $1,805,000 | +45.9% | 33,883 | +37.2% | 0.02% | +26.3% |
| Q3 2017 | $1,237,000 | +38.8% | 24,700 | +33.4% | 0.02% | +18.8% |
| Q2 2017 | $891,000 | +122.8% | 18,512 | +118.9% | 0.02% | +100.0% |
| Q1 2017 | $400,000 | +14.3% | 8,456 | +9.3% | 0.01% | 0.0% |
| Q4 2016 | $350,000 | +14.4% | 7,737 | +9.9% | 0.01% | +14.3% |
| Q3 2016 | $306,000 | +12.9% | 7,043 | +8.4% | 0.01% | 0.0% |
| Q2 2016 | $271,000 | – | 6,500 | – | 0.01% | – |
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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% |