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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $562,771 | +107299.0% | 7,923 | +2.6% | 0.01% | 0.0% |
| Q1 2023 | $524 | +3.6% | 7,723 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $506 | -99.9% | 7,723 | -2.5% | 0.01% | 0.0% |
| Q3 2022 | $479,000 | -1.6% | 7,923 | +2.2% | 0.01% | +20.0% |
| Q2 2022 | $487,000 | -17.2% | 7,750 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $588,000 | -49.2% | 7,750 | -48.7% | 0.01% | 0.0% |
| Q3 2021 | $1,158,000 | +93.3% | 15,100 | +97.4% | 0.01% | 0.0% |
| Q2 2021 | $599,000 | +6.6% | 7,650 | +1.3% | 0.01% | 0.0% |
| Q1 2021 | $562,000 | +9.1% | 7,550 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $515,000 | +22.9% | 7,550 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $419,000 | – | 7,550 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |