SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 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 ↓ |
---|---|---|---|
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 771,194 | $60,361,000 | 23.86% |
Filbrandt Wealth Management, LLC | 283,420 | $22,183,000 | 12.57% |
MONEYWISE, INC. | 235,231 | $18,412,000 | 12.57% |
Newton One Investments LLC | 189,112 | $14,802,000 | 11.75% |
Legacy Wealth Management, Inc | 1,182,071 | $92,521,000 | 11.60% |
Northeast Financial Group, Inc. | 200,327 | $15,679,628 | 10.24% |
Harbor Group, Inc. | 196,498 | $15,380,000 | 10.12% |
Opal Wealth Advisors, LLC | 135,321 | $10,592,000 | 9.86% |
BLUE SQUARE ASSET MANAGEMENT, LLC | 195,499 | $15,302,000 | 9.40% |
Northern Capital Management, Inc. | 140,704 | $11,013,000 | 9.36% |