SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 137 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,582,249 | -4.6% | 259,785 | +0.1% | 0.67% | +0.1% |
| Q2 2023 | $18,438,678 | +4.7% | 259,590 | -0.0% | 0.67% | -5.2% |
| Q1 2023 | $17,615,828 | -1.4% | 259,629 | -4.7% | 0.71% | -7.7% |
| Q4 2022 | $17,867,440 | +8.6% | 272,328 | +0.2% | 0.76% | +2.1% |
| Q3 2022 | $16,446,000 | -3.9% | 271,708 | -0.4% | 0.75% | -4.0% |
| Q2 2022 | $17,116,000 | -21.9% | 272,858 | -5.5% | 0.78% | -9.2% |
| Q1 2022 | $21,913,000 | +0.2% | 288,866 | +6.2% | 0.86% | +12.6% |
| Q4 2021 | $21,880,000 | +6.1% | 272,033 | +1.1% | 0.76% | -32.2% |
| Q3 2021 | $20,625,000 | +1.7% | 269,049 | +3.8% | 1.13% | +0.9% |
| Q2 2021 | $20,282,000 | +7.8% | 259,135 | +2.5% | 1.12% | -3.0% |
| Q1 2021 | $18,823,000 | +15.0% | 252,892 | +5.4% | 1.15% | +6.8% |
| Q4 2020 | $16,364,000 | +23.4% | 240,010 | +0.4% | 1.08% | +6.3% |
| Q3 2020 | $13,259,000 | +3.2% | 238,994 | -2.1% | 1.01% | -7.0% |
| Q2 2020 | $12,850,000 | +24.9% | 244,205 | +0.1% | 1.09% | +2.4% |
| Q1 2020 | $10,286,000 | -30.5% | 243,979 | -0.9% | 1.06% | -13.2% |
| Q4 2019 | $14,809,000 | +7.1% | 246,207 | +0.7% | 1.23% | -3.8% |
| Q3 2019 | $13,829,000 | -0.1% | 244,586 | +0.8% | 1.27% | -0.2% |
| Q2 2019 | $13,847,000 | +19.5% | 242,547 | -1.6% | 1.28% | +3.1% |
| Q1 2017 | $11,584,000 | +4.3% | 246,410 | +0.1% | 1.24% | -2.8% |
| Q4 2016 | $11,110,000 | +10.3% | 246,060 | +2.6% | 1.27% | +5.4% |
| Q2 2016 | $10,074,000 | +4.8% | 239,801 | +1.3% | 1.21% | +1.8% |
| Q1 2016 | $9,614,000 | +2.7% | 236,741 | +1.3% | 1.19% | +0.3% |
| Q4 2015 | $9,365,000 | +6.6% | 233,711 | +2.6% | 1.18% | +3.1% |
| Q3 2015 | $8,784,000 | -8.2% | 227,715 | +1.4% | 1.15% | -1.4% |
| Q2 2015 | $9,573,000 | -0.1% | 224,505 | +1.1% | 1.16% | +1.7% |
| Q1 2015 | $9,583,000 | +10.7% | 222,078 | +4.4% | 1.14% | +10.9% |
| Q4 2014 | $8,657,000 | +5.3% | 212,810 | +0.2% | 1.03% | +4.6% |
| Q3 2014 | $8,221,000 | -2.3% | 212,436 | +1.6% | 0.99% | -3.3% |
| Q2 2014 | $8,414,000 | +2.8% | 209,103 | -1.4% | 1.02% | +0.9% |
| Q1 2014 | $8,184,000 | +12.9% | 211,976 | +9.5% | 1.01% | +7.2% |
| Q4 2013 | $7,249,000 | +17.3% | 193,609 | +8.4% | 0.94% | +9.9% |
| Q3 2013 | $6,182,000 | +12.9% | 178,559 | +4.2% | 0.86% | +8.5% |
| Q2 2013 | $5,476,000 | – | 171,355 | – | 0.79% | – |
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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% |