SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 543 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 28.45 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $202,247 | -95.0% | 3,006 | -94.2% | 0.03% | -95.3% |
| Q4 2021 | $4,084,000 | +20.2% | 51,585 | +16.4% | 0.56% | +2.2% |
| Q3 2021 | $3,399,000 | +10.0% | 44,332 | +12.3% | 0.54% | +5.4% |
| Q2 2021 | $3,089,000 | +21.3% | 39,465 | +18.6% | 0.52% | +8.9% |
| Q1 2021 | $2,546,000 | +18.5% | 33,288 | +5.6% | 0.47% | -3.3% |
| Q4 2020 | $2,149,000 | +23.6% | 31,513 | +0.6% | 0.49% | +3.8% |
| Q3 2020 | $1,739,000 | -52.2% | 31,338 | -62.3% | 0.47% | -70.4% |
| Q1 2020 | $3,638,000 | -26.6% | 83,047 | +0.8% | 1.60% | -25.6% |
| Q4 2019 | $4,956,000 | -2.6% | 82,403 | -10.1% | 2.15% | -24.2% |
| Q3 2019 | $5,089,000 | +21.2% | 91,629 | +25.3% | 2.83% | -8.2% |
| Q2 2019 | $4,199,000 | +28.3% | 73,119 | +23.7% | 3.08% | +20.9% |
| Q1 2019 | $3,273,000 | – | 59,094 | – | 2.55% | – |
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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% |