SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $486,000 | +1.7% | 8,755 | -3.6% | 0.38% | -15.5% |
| Q2 2020 | $478,000 | +4.4% | 9,086 | -16.4% | 0.45% | -20.7% |
| Q1 2020 | $458,000 | -49.2% | 10,865 | -27.5% | 0.57% | -31.5% |
| Q4 2019 | $902,000 | +3.2% | 14,988 | -3.0% | 0.83% | -8.6% |
| Q3 2019 | $874,000 | -11.5% | 15,457 | -10.7% | 0.91% | -12.5% |
| Q2 2019 | $988,000 | +4.1% | 17,304 | +1.0% | 1.04% | -3.2% |
| Q1 2019 | $949,000 | +21.8% | 17,129 | +5.3% | 1.08% | +5.3% |
| Q4 2018 | $779,000 | -6.3% | 16,261 | +13.2% | 1.02% | +22.1% |
| Q3 2018 | $831,000 | +34.7% | 14,359 | +27.7% | 0.84% | +24.7% |
| Q2 2018 | $617,000 | +33.8% | 11,241 | +29.0% | 0.67% | +42.2% |
| Q1 2018 | $461,000 | – | 8,716 | – | 0.47% | – |
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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% |