SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $353,000 | -45.3% | 6,380 | -52.6% | 0.14% | -53.1% |
| Q4 2018 | $645,000 | +101.6% | 13,463 | +143.1% | 0.31% | +119.1% |
| Q3 2018 | $320,000 | +3.6% | 5,538 | -1.5% | 0.14% | -6.6% |
| Q2 2018 | $309,000 | +38.6% | 5,623 | +33.3% | 0.15% | +29.1% |
| Q1 2018 | $223,000 | +10.9% | 4,219 | -0.5% | 0.12% | -12.0% |
| Q1 2017 | $201,000 | – | 4,242 | – | 0.13% | – |
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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% |