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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $201,000 | -76.5% | 2,573 | -77.6% | 0.06% | -69.3% |
| Q1 2021 | $855,000 | +34.2% | 11,489 | +23.0% | 0.18% | +26.1% |
| Q4 2020 | $637,000 | +22.7% | 9,342 | -0.1% | 0.14% | +6.8% |
| Q3 2020 | $519,000 | +2.0% | 9,355 | -3.3% | 0.13% | +9.9% |
| Q2 2020 | $509,000 | -16.1% | 9,673 | -32.8% | 0.12% | -32.4% |
| Q1 2020 | $607,000 | -50.4% | 14,394 | -29.3% | 0.18% | -42.1% |
| Q4 2019 | $1,224,000 | -13.0% | 20,349 | -18.2% | 0.31% | -19.9% |
| Q3 2019 | $1,407,000 | -19.8% | 24,889 | -19.0% | 0.39% | -23.7% |
| Q2 2019 | $1,755,000 | -8.5% | 30,739 | -11.2% | 0.51% | -16.6% |
| Q1 2019 | $1,918,000 | -1.4% | 34,625 | -14.7% | 0.61% | -21.3% |
| Q4 2018 | $1,946,000 | +69.7% | 40,593 | +104.6% | 0.77% | +88.0% |
| Q3 2018 | $1,147,000 | +4.6% | 19,838 | -0.8% | 0.41% | -1.7% |
| Q2 2018 | $1,097,000 | +19.8% | 19,988 | +15.4% | 0.42% | +6.6% |
| Q1 2018 | $916,000 | +19.1% | 17,326 | +20.1% | 0.39% | +22.6% |
| Q4 2017 | $769,000 | – | 14,430 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |