SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $793,000 | -62.2% | 18,814 | -46.1% | 0.54% | -53.3% |
| Q4 2019 | $2,098,000 | +17.9% | 34,875 | +10.8% | 1.16% | +5.8% |
| Q3 2019 | $1,779,000 | +3.9% | 31,465 | +4.9% | 1.10% | +2.1% |
| Q2 2019 | $1,713,000 | +3.9% | 30,005 | +0.8% | 1.07% | +0.8% |
| Q1 2019 | $1,648,000 | +15.9% | 29,755 | +0.3% | 1.06% | +4.3% |
| Q4 2018 | $1,422,000 | -6.9% | 29,672 | +12.3% | 1.02% | +4.4% |
| Q3 2018 | $1,528,000 | +9.5% | 26,412 | +3.9% | 0.98% | +1.5% |
| Q2 2018 | $1,395,000 | +15.1% | 25,412 | +10.9% | 0.96% | +11.6% |
| Q1 2018 | $1,212,000 | +31.6% | 22,924 | +32.6% | 0.86% | +32.0% |
| Q4 2017 | $921,000 | – | 17,292 | – | 0.65% | – |
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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% |