SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,891,071 | -6.4% | 42,717 | -1.8% | 0.10% | -2.0% |
Q2 2023 | $3,089,773 | +2.3% | 43,500 | -2.3% | 0.10% | -2.9% |
Q1 2023 | $3,021,760 | -3.2% | 44,536 | -6.4% | 0.10% | -11.0% |
Q4 2022 | $3,122,053 | +7.1% | 47,585 | -1.2% | 0.12% | -5.6% |
Q3 2022 | $2,916,000 | -4.2% | 48,182 | -0.7% | 0.12% | -2.3% |
Q2 2022 | $3,044,000 | -12.2% | 48,519 | -0.1% | 0.13% | -7.9% |
Q1 2022 | $3,467,000 | -11.0% | 48,576 | +0.3% | 0.14% | +2.2% |
Q4 2021 | $3,896,000 | +4.3% | 48,445 | -0.6% | 0.14% | -7.5% |
Q3 2021 | $3,736,000 | -2.1% | 48,736 | -0.0% | 0.15% | -2.0% |
Q2 2021 | $3,816,000 | +4.9% | 48,754 | -0.2% | 0.15% | -4.5% |
Q1 2021 | $3,637,000 | +7.0% | 48,867 | -2.0% | 0.16% | -1.9% |
Q4 2020 | $3,398,000 | +22.7% | 49,839 | -0.2% | 0.16% | +6.7% |
Q3 2020 | $2,770,000 | +4.4% | 49,920 | -1.0% | 0.15% | -6.8% |
Q2 2020 | $2,654,000 | +22.4% | 50,428 | -2.0% | 0.16% | 0.0% |
Q1 2020 | $2,169,000 | -27.5% | 51,452 | +3.5% | 0.16% | -9.0% |
Q4 2019 | $2,992,000 | +4.5% | 49,734 | -1.8% | 0.18% | -2.2% |
Q3 2019 | $2,862,000 | -0.3% | 50,625 | +0.7% | 0.18% | -2.2% |
Q2 2019 | $2,871,000 | +5.3% | 50,292 | +2.2% | 0.18% | +5.1% |
Q1 2019 | $2,726,000 | +17.8% | 49,208 | +1.9% | 0.18% | +10.7% |
Q4 2018 | $2,315,000 | -18.4% | 48,297 | -1.5% | 0.16% | -7.6% |
Q3 2018 | $2,838,000 | +7.4% | 49,056 | +1.9% | 0.17% | -18.9% |
Q2 2018 | $2,643,000 | +6.7% | 48,152 | +2.7% | 0.21% | +6.5% |
Q1 2018 | $2,478,000 | +66.0% | 46,870 | +67.2% | 0.20% | +68.6% |
Q4 2017 | $1,493,000 | +5.1% | 28,027 | -1.1% | 0.12% | -1.7% |
Q3 2017 | $1,420,000 | +4.2% | 28,346 | +0.2% | 0.12% | 0.0% |
Q2 2017 | $1,363,000 | +3.7% | 28,299 | +1.9% | 0.12% | +7.1% |
Q1 2017 | $1,314,000 | +4.5% | 27,771 | -0.2% | 0.11% | -0.9% |
Q4 2016 | $1,257,000 | +6.2% | 27,830 | +2.3% | 0.11% | +2.7% |
Q3 2016 | $1,184,000 | +3.0% | 27,209 | -0.5% | 0.11% | -7.6% |
Q2 2016 | $1,149,000 | -30.4% | 27,342 | -32.7% | 0.12% | -40.5% |
Q1 2016 | $1,650,000 | +53.3% | 40,642 | +51.3% | 0.20% | +88.7% |
Q4 2015 | $1,076,000 | +0.7% | 26,856 | -2.2% | 0.11% | -30.3% |
Q3 2015 | $1,069,000 | -3.3% | 27,463 | +5.9% | 0.15% | +40.7% |
Q2 2015 | $1,106,000 | +2.2% | 25,944 | +3.4% | 0.11% | +1.9% |
Q1 2015 | $1,082,000 | +10.3% | 25,085 | +4.0% | 0.11% | +6.0% |
Q4 2014 | $981,000 | +4.9% | 24,120 | -0.2% | 0.10% | -2.0% |
Q3 2014 | $935,000 | -0.8% | 24,167 | +3.1% | 0.10% | +1.0% |
Q2 2014 | $943,000 | +3.3% | 23,443 | -0.9% | 0.10% | -1.9% |
Q1 2014 | $913,000 | +12.0% | 23,654 | +8.7% | 0.10% | +6.2% |
Q4 2013 | $815,000 | +102.2% | 21,769 | +87.1% | 0.10% | +79.6% |
Q3 2013 | $403,000 | +66.5% | 11,638 | +53.4% | 0.05% | +45.9% |
Q2 2013 | $242,000 | – | 7,588 | – | 0.04% | – |
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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% |