SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $363,000 | +24.7% | 6,893 | -0.0% | 0.14% | -10.4% |
| Q1 2020 | $291,000 | -55.6% | 6,896 | -36.7% | 0.15% | -42.3% |
| Q4 2019 | $655,000 | +5.3% | 10,891 | -1.0% | 0.27% | -31.4% |
| Q3 2019 | $622,000 | +0.6% | 11,002 | +1.9% | 0.39% | -2.0% |
| Q2 2019 | $618,000 | +1.1% | 10,794 | -2.2% | 0.40% | -14.6% |
| Q1 2019 | $611,000 | +38.2% | 11,032 | +19.7% | 0.46% | +8.9% |
| Q4 2018 | $442,000 | -14.3% | 9,218 | +3.4% | 0.43% | +11.5% |
| Q3 2018 | $516,000 | +32.6% | 8,913 | +25.7% | 0.38% | +14.3% |
| Q2 2018 | $389,000 | +13.1% | 7,093 | +9.2% | 0.34% | +1.8% |
| Q1 2018 | $344,000 | +0.9% | 6,496 | +1.4% | 0.33% | -7.6% |
| Q4 2017 | $341,000 | – | 6,407 | – | 0.36% | – |
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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% |