SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 373 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $25,142 | -99.6% | 383 | -99.6% | 0.01% | -99.8% |
| Q4 2019 | $6,512,000 | +17.7% | 108,266 | +10.6% | 3.63% | -3.1% |
| Q3 2019 | $5,534,000 | -26.8% | 97,886 | -25.7% | 3.74% | -29.1% |
| Q2 2019 | $7,561,000 | +10.9% | 131,667 | +8.3% | 5.28% | +3.2% |
| Q1 2019 | $6,817,000 | +11261.7% | 121,567 | +11522.1% | 5.12% | +12702.5% |
| Q3 2018 | $60,000 | +5.3% | 1,046 | 0.0% | 0.04% | -2.4% |
| Q2 2018 | $57,000 | +3.6% | 1,046 | 0.0% | 0.04% | -4.7% |
| Q1 2018 | $55,000 | 0.0% | 1,046 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $55,000 | +5.8% | 1,046 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $52,000 | +4.0% | 1,046 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $50,000 | +2.0% | 1,046 | 0.0% | 0.04% | -2.3% |
| Q1 2017 | $49,000 | -33.8% | 1,046 | -36.5% | 0.04% | -36.2% |
| Q4 2016 | $74,000 | +4.2% | 1,646 | 0.0% | 0.07% | +3.0% |
| Q3 2016 | $71,000 | +2.9% | 1,646 | 0.0% | 0.07% | +3.1% |
| Q2 2016 | $69,000 | -9.2% | 1,646 | -12.3% | 0.06% | -11.0% |
| Q1 2016 | $76,000 | -98.0% | 1,877 | -97.8% | 0.07% | -97.9% |
| Q4 2015 | $3,763,000 | – | 86,484 | – | 3.51% | – |
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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% |