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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,563,820 | +5.8% | 23,095 | +10.9% | 0.00% | – |
| Q2 2023 | $1,478,627 | +211.7% | 20,817 | +197.8% | 0.00% | – |
| Q1 2023 | $474,303 | +224688.2% | 6,991 | +118.1% | 0.00% | – |
| Q4 2022 | $211 | -98.8% | 3,206 | +983.1% | 0.00% | – |
| Q3 2022 | $18,000 | -10.0% | 296 | +12.5% | 0.00% | – |
| Q1 2022 | $20,000 | -97.9% | 263 | -97.9% | 0.00% | – |
| Q3 2021 | $941,000 | +5435.3% | 12,270 | +2944.7% | 0.00% | – |
| Q1 2020 | $17,000 | -29.2% | 403 | 0.0% | 0.00% | – |
| Q4 2019 | $24,000 | +4.3% | 403 | 0.0% | 0.00% | – |
| Q3 2019 | $23,000 | 0.0% | 403 | 0.0% | 0.00% | – |
| Q2 2019 | $23,000 | -91.6% | 403 | -91.9% | 0.00% | – |
| Q2 2018 | $275,000 | +461.2% | 5,000 | +439.4% | 0.00% | – |
| Q4 2017 | $49,000 | – | 927 | – | 0.00% | – |
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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% |