SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $268,000 | +10.7% | 3,527 | +17.0% | 0.01% | +10.0% |
| Q4 2021 | $242,000 | +8.0% | 3,015 | -25.4% | 0.01% | -16.7% |
| Q3 2020 | $224,000 | -49.8% | 4,042 | -52.3% | 0.01% | -52.0% |
| Q2 2020 | $446,000 | +19.9% | 8,468 | -4.1% | 0.02% | -3.8% |
| Q1 2020 | $372,000 | -29.9% | 8,826 | 0.0% | 0.03% | -16.1% |
| Q4 2019 | $531,000 | +17.2% | 8,826 | +10.1% | 0.03% | +10.7% |
| Q3 2019 | $453,000 | -1.5% | 8,017 | 0.0% | 0.03% | -6.7% |
| Q2 2019 | $460,000 | -6.1% | 8,017 | -9.3% | 0.03% | -11.8% |
| Q1 2019 | $490,000 | +0.8% | 8,843 | -12.8% | 0.03% | -8.1% |
| Q4 2018 | $486,000 | +319.0% | 10,142 | +405.6% | 0.04% | +311.1% |
| Q3 2018 | $116,000 | -84.3% | 2,006 | -85.7% | 0.01% | -85.9% |
| Q1 2018 | $741,000 | – | 14,006 | – | 0.06% | – |
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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% |