SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $143,000 | -48.4% | 2,500 | -50.0% | 0.01% | -50.0% |
| Q1 2019 | $277,000 | +6.1% | 5,000 | -8.2% | 0.03% | -6.7% |
| Q4 2018 | $261,000 | -17.1% | 5,446 | 0.0% | 0.03% | -6.2% |
| Q3 2018 | $315,000 | -3.1% | 5,446 | -8.1% | 0.03% | -15.8% |
| Q2 2018 | $325,000 | +20.4% | 5,927 | -11.5% | 0.04% | +22.6% |
| Q2 2014 | $270,000 | +4.2% | 6,700 | 0.0% | 0.03% | +3.3% |
| Q1 2014 | $259,000 | – | 6,700 | – | 0.03% | – |
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% |