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 2021 | $3,447,000 | -3.4% | 44,968 | -1.4% | 0.20% | -5.2% |
| Q2 2021 | $3,568,000 | -2.4% | 45,589 | -7.2% | 0.21% | -7.9% |
| Q1 2021 | $3,657,000 | -10.5% | 49,135 | -18.0% | 0.23% | -12.6% |
| Q4 2020 | $4,085,000 | +20.7% | 59,911 | -1.8% | 0.26% | +3.6% |
| Q3 2020 | $3,384,000 | +8.1% | 60,993 | +2.6% | 0.25% | +3.3% |
| Q2 2020 | $3,129,000 | +43.5% | 59,471 | +15.0% | 0.24% | +15.0% |
| Q1 2020 | $2,180,000 | -26.3% | 51,706 | +5.1% | 0.21% | -16.8% |
| Q4 2019 | $2,958,000 | -13.8% | 49,175 | -18.9% | 0.26% | -17.2% |
| Q3 2019 | $3,430,000 | -2.1% | 60,663 | -1.2% | 0.31% | -7.2% |
| Q2 2019 | $3,504,000 | -15.6% | 61,380 | -18.1% | 0.33% | -18.6% |
| Q1 2019 | $4,154,000 | +14.7% | 74,988 | -0.8% | 0.41% | +3.0% |
| Q4 2018 | $3,622,000 | -26.1% | 75,559 | -10.9% | 0.40% | -14.6% |
| Q3 2018 | $4,903,000 | +9.1% | 84,771 | +3.6% | 0.46% | +3.1% |
| Q2 2018 | $4,492,000 | +14.7% | 81,841 | +10.5% | 0.45% | +8.7% |
| Q1 2018 | $3,916,000 | +16.8% | 74,053 | +17.7% | 0.42% | +21.0% |
| Q4 2017 | $3,352,000 | +62.8% | 62,933 | +53.2% | 0.34% | +49.8% |
| Q3 2017 | $2,059,000 | – | 41,085 | – | 0.23% | – |
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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% |