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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,136,000 | -27.6% | 74,377 | +3.3% | 3.29% | -21.8% |
| Q4 2019 | $4,331,000 | +12.2% | 71,998 | +5.5% | 4.20% | -4.9% |
| Q3 2019 | $3,859,000 | +2.6% | 68,257 | +3.5% | 4.42% | +17.6% |
| Q2 2019 | $3,763,000 | +4.8% | 65,919 | +1.7% | 3.76% | +3.4% |
| Q1 2019 | $3,590,000 | +14.1% | 64,806 | -1.3% | 3.63% | +4.3% |
| Q4 2018 | $3,147,000 | – | 65,657 | – | 3.48% | – |
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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% |