SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $222,000 | +8.8% | 2,985 | 0.0% | 0.11% | +1.8% |
| Q4 2020 | $204,000 | -27.7% | 2,985 | -36.1% | 0.11% | -45.1% |
| Q4 2019 | $282,000 | +7.6% | 4,670 | 0.0% | 0.20% | -6.4% |
| Q3 2019 | $262,000 | -2.6% | 4,670 | 0.0% | 0.22% | -4.0% |
| Q2 2019 | $269,000 | +3.9% | 4,670 | 0.0% | 0.23% | -9.9% |
| Q1 2019 | $259,000 | +15.6% | 4,670 | 0.0% | 0.25% | +7.2% |
| Q4 2018 | $224,000 | -20.8% | 4,670 | -13.0% | 0.24% | -11.0% |
| Q3 2018 | $283,000 | +10.5% | 5,370 | +15.0% | 0.26% | +11.9% |
| Q2 2018 | $256,000 | +3.6% | 4,670 | 0.0% | 0.24% | -3.7% |
| Q1 2018 | $247,000 | – | 4,670 | – | 0.24% | – |
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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% |