SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,929 | +373.3% | 1,048 | +396.7% | 0.00% | – |
| Q2 2023 | $14,987 | -6.0% | 211 | -10.2% | 0.00% | – |
| Q1 2023 | $15,945 | +94.4% | 235 | +88.0% | 0.00% | – |
| Q4 2022 | $8,201 | -31.7% | 125 | -38.4% | 0.00% | – |
| Q3 2022 | $12,000 | -63.6% | 203 | -61.0% | 0.00% | – |
| Q2 2022 | $33,000 | +153.8% | 521 | +215.8% | 0.00% | – |
| Q1 2022 | $13,000 | +44.4% | 165 | +54.2% | 0.00% | – |
| Q4 2021 | $9,000 | -18.2% | 107 | -21.9% | 0.00% | – |
| Q3 2021 | $11,000 | -78.4% | 137 | -78.8% | 0.00% | – |
| Q2 2021 | $51,000 | -12.1% | 646 | -17.6% | 0.00% | – |
| Q1 2021 | $58,000 | +20.8% | 784 | +10.7% | 0.00% | – |
| Q4 2020 | $48,000 | +33.3% | 708 | +7.9% | 0.00% | – |
| Q3 2020 | $36,000 | +16.1% | 656 | +13.1% | 0.00% | – |
| Q2 2020 | $31,000 | +29.2% | 580 | 0.0% | 0.00% | – |
| Q1 2020 | $24,000 | -85.2% | 580 | -78.4% | 0.00% | – |
| Q4 2019 | $162,000 | +211.5% | 2,690 | +193.3% | 0.00% | – |
| Q3 2019 | $52,000 | +57.6% | 917 | +58.1% | 0.00% | – |
| Q2 2019 | $33,000 | -2.9% | 580 | -4.8% | 0.00% | – |
| Q1 2019 | $34,000 | +13.3% | 609 | -2.6% | 0.00% | – |
| Q4 2018 | $30,000 | -11.8% | 625 | +7.4% | 0.00% | – |
| Q3 2018 | $34,000 | +3.0% | 582 | -4.3% | 0.00% | – |
| Q2 2018 | $33,000 | +6.5% | 608 | +4.8% | 0.00% | – |
| Q1 2018 | $31,000 | 0.0% | 580 | 0.0% | 0.00% | – |
| Q4 2017 | $31,000 | +6.9% | 580 | 0.0% | 0.00% | – |
| Q3 2017 | $29,000 | +3.6% | 580 | 0.0% | 0.00% | – |
| Q2 2017 | $28,000 | +3.7% | 580 | 0.0% | 0.00% | – |
| Q1 2017 | $27,000 | +3.8% | 580 | 0.0% | 0.00% | – |
| Q4 2016 | $26,000 | +4.0% | 580 | 0.0% | 0.00% | – |
| Q3 2016 | $25,000 | -26.5% | 580 | -29.1% | 0.00% | – |
| Q2 2016 | $34,000 | -58.5% | 818 | -59.3% | 0.00% | – |
| Q1 2016 | $82,000 | -96.1% | 2,010 | -96.1% | 0.00% | -100.0% |
| Q4 2015 | $2,083,000 | -4.1% | 51,980 | -6.9% | 0.00% | 0.0% |
| Q3 2015 | $2,172,000 | -0.8% | 55,818 | +8.7% | 0.00% | 0.0% |
| Q2 2015 | $2,189,000 | -1.2% | 51,347 | +0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,216,000 | +5.8% | 51,327 | -0.3% | 0.00% | 0.0% |
| Q4 2014 | $2,095,000 | +5.5% | 51,498 | +0.4% | 0.00% | 0.0% |
| Q3 2014 | $1,985,000 | -1.3% | 51,297 | +2.6% | 0.00% | 0.0% |
| Q2 2014 | $2,012,000 | +4.2% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $1,931,000 | +3.2% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $1,872,000 | – | 50,000 | – | 0.00% | – |
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% |