SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 439 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $57,000 | +18.8% | 759 | -17.2% | 0.02% | -6.2% |
| Q2 2020 | $48,000 | +26.3% | 917 | +2.2% | 0.02% | +6.7% |
| Q1 2020 | $38,000 | -28.3% | 897 | +2.3% | 0.02% | -11.8% |
| Q4 2019 | $53,000 | +8.2% | 877 | +1.0% | 0.02% | 0.0% |
| Q3 2019 | $49,000 | +2.1% | 868 | +2.5% | 0.02% | -5.6% |
| Q2 2019 | $48,000 | -45.5% | 847 | -46.6% | 0.02% | -51.4% |
| Q1 2019 | $88,000 | +39.7% | 1,587 | +21.6% | 0.04% | +12.1% |
| Q4 2018 | $63,000 | -14.9% | 1,305 | +1.9% | 0.03% | -2.9% |
| Q3 2018 | $74,000 | +27.6% | 1,281 | +20.4% | 0.03% | +6.2% |
| Q2 2018 | $58,000 | +70.6% | 1,064 | +61.7% | 0.03% | +60.0% |
| Q1 2018 | $34,000 | -42.4% | 658 | -98.9% | 0.02% | -52.4% |
| Q4 2017 | $59,000 | – | 59,838 | – | 0.04% | – |
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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% |