SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,667,000 | -2.2% | 21,739 | -0.2% | 0.93% | -2.1% |
| Q2 2021 | $1,704,000 | -7.1% | 21,772 | -11.6% | 0.95% | -14.0% |
| Q1 2021 | $1,834,000 | +13.4% | 24,636 | +3.9% | 1.11% | +2.4% |
| Q4 2020 | $1,617,000 | +19.1% | 23,711 | -3.1% | 1.08% | +4.5% |
| Q3 2020 | $1,358,000 | +11.1% | 24,480 | +5.4% | 1.04% | +2.5% |
| Q2 2020 | $1,222,000 | +28.1% | 23,232 | +2.7% | 1.01% | +6.4% |
| Q1 2020 | $954,000 | -30.6% | 22,617 | -1.1% | 0.95% | -9.9% |
| Q4 2019 | $1,375,000 | +3.2% | 22,865 | -3.0% | 1.05% | -1.7% |
| Q3 2019 | $1,333,000 | +0.2% | 23,577 | +1.2% | 1.07% | -0.4% |
| Q2 2019 | $1,330,000 | +4.2% | 23,293 | +1.1% | 1.08% | -2.7% |
| Q1 2019 | $1,276,000 | +17.2% | 23,029 | +1.3% | 1.11% | -13.3% |
| Q4 2018 | $1,089,000 | -15.4% | 22,729 | +2.2% | 1.28% | -2.5% |
| Q3 2018 | $1,287,000 | +5.8% | 22,246 | +0.4% | 1.31% | +16.8% |
| Q2 2018 | $1,217,000 | +10.1% | 22,165 | +6.1% | 1.12% | +6.8% |
| Q1 2018 | $1,105,000 | +10.3% | 20,894 | +11.1% | 1.05% | +9.6% |
| Q4 2017 | $1,002,000 | – | 18,806 | – | 0.96% | – |
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% |