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 2023 | $74,989 | -27.1% | 1,108 | -23.5% | 0.02% | -23.1% |
| Q2 2023 | $102,922 | +4.7% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $98,315 | +3.4% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $95,069 | +8.0% | 1,449 | 0.0% | 0.03% | -3.7% |
| Q3 2022 | $88,000 | -3.3% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $91,000 | -17.3% | 1,449 | 0.0% | 0.03% | -12.9% |
| Q1 2022 | $110,000 | -6.0% | 1,449 | 0.0% | 0.03% | -11.4% |
| Q4 2021 | $117,000 | +5.4% | 1,449 | 0.0% | 0.04% | -5.4% |
| Q3 2021 | $111,000 | -2.6% | 1,449 | -0.2% | 0.04% | -5.1% |
| Q2 2021 | $114,000 | +5.6% | 1,452 | 0.0% | 0.04% | -4.9% |
| Q1 2021 | $108,000 | +9.1% | 1,452 | 0.0% | 0.04% | +5.1% |
| Q4 2020 | $99,000 | +22.2% | 1,452 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $81,000 | +6.6% | 1,452 | 0.0% | 0.04% | +2.6% |
| Q2 2020 | $76,000 | +24.6% | 1,452 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $61,000 | +134.6% | 1,452 | +237.7% | 0.04% | +216.7% |
| Q4 2019 | $26,000 | +8.3% | 430 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | +1100.0% | 430 | +1094.4% | 0.01% | +1100.0% |
| Q2 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | – | 36 | – | 0.00% | – |
Download | ||||||
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% |