SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,289,000 | +6.6% | 59,291 | +1.1% | 1.11% | -6.3% |
| Q2 2020 | $3,085,000 | +27.8% | 58,620 | +2.4% | 1.18% | +2.3% |
| Q1 2020 | $2,414,000 | -34.2% | 57,255 | -6.1% | 1.16% | -14.7% |
| Q4 2019 | $3,666,000 | +19.9% | 60,944 | +12.7% | 1.36% | +13.7% |
| Q3 2019 | $3,058,000 | +7.1% | 54,082 | +8.1% | 1.19% | +6.3% |
| Q2 2019 | $2,855,000 | +18.8% | 50,009 | +15.3% | 1.12% | +4.7% |
| Q1 2019 | $2,403,000 | +170.3% | 43,376 | +133.8% | 1.07% | +123.3% |
| Q4 2018 | $889,000 | +2302.7% | 18,551 | +2620.1% | 0.48% | +2426.3% |
| Q2 2018 | $37,000 | +2.8% | 682 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $36,000 | -42.9% | 682 | -57.1% | 0.02% | -52.5% |
| Q4 2015 | $63,000 | -30.0% | 1,590 | -37.5% | 0.04% | -37.5% |
| Q3 2015 | $90,000 | -54.3% | 2,543 | -45.1% | 0.06% | -52.2% |
| Q2 2015 | $197,000 | -1.5% | 4,634 | 0.0% | 0.13% | -21.2% |
| Q1 2015 | $200,000 | -2.0% | 4,634 | -8.6% | 0.17% | -1.7% |
| Q2 2014 | $204,000 | -16.0% | 5,068 | -19.5% | 0.17% | -13.9% |
| Q1 2014 | $243,000 | +12.0% | 6,299 | +8.4% | 0.20% | +3.6% |
| Q4 2013 | $217,000 | – | 5,810 | – | 0.19% | – |
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% |