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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $8,198,000 | +5.1% | 144,997 | +3.9% | 7.24% | -1.1% |
| Q2 2019 | $7,803,000 | +10.8% | 139,556 | +9.7% | 7.33% | -3.4% |
| Q1 2019 | $7,045,000 | +15.1% | 127,186 | -0.4% | 7.58% | -10.9% |
| Q4 2018 | $6,122,000 | -17.0% | 127,737 | +0.1% | 8.51% | +19.2% |
| Q3 2018 | $7,379,000 | +13.3% | 127,569 | +7.5% | 7.14% | +12.3% |
| Q2 2018 | $6,513,000 | +6.6% | 118,654 | +2.7% | 6.36% | -4.1% |
| Q1 2018 | $6,109,000 | -24.7% | 115,524 | -24.2% | 6.63% | -15.4% |
| Q4 2017 | $8,115,000 | +0.4% | 152,329 | -5.6% | 7.83% | +9.0% |
| Q3 2017 | $8,086,000 | -7.9% | 161,373 | -11.5% | 7.18% | -16.4% |
| Q2 2017 | $8,777,000 | – | 182,252 | – | 8.59% | – |
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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% |