SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $643,000 | -8.0% | 10,619 | -4.7% | 0.02% | 0.0% |
| Q2 2022 | $699,000 | +21.6% | 11,143 | +47.0% | 0.02% | +45.5% |
| Q1 2022 | $575,000 | -35.5% | 7,582 | -31.6% | 0.01% | -35.3% |
| Q4 2021 | $892,000 | +2.9% | 11,092 | -1.9% | 0.02% | +13.3% |
| Q3 2021 | $867,000 | -7.5% | 11,305 | -5.6% | 0.02% | 0.0% |
| Q2 2021 | $937,000 | +3.7% | 11,975 | -1.4% | 0.02% | -6.2% |
| Q1 2021 | $904,000 | +9.0% | 12,150 | -0.1% | 0.02% | +14.3% |
| Q4 2020 | $829,000 | +15.9% | 12,160 | -5.6% | 0.01% | -26.3% |
| Q3 2020 | $715,000 | +0.7% | 12,887 | -4.5% | 0.02% | -5.0% |
| Q2 2020 | $710,000 | -24.7% | 13,495 | -39.7% | 0.02% | -35.5% |
| Q1 2020 | $943,000 | -34.3% | 22,375 | -6.3% | 0.03% | -16.2% |
| Q4 2019 | $1,436,000 | -1.1% | 23,875 | -7.0% | 0.04% | -7.5% |
| Q3 2019 | $1,452,000 | -3.6% | 25,677 | -2.7% | 0.04% | -4.8% |
| Q2 2019 | $1,506,000 | -0.6% | 26,387 | -3.6% | 0.04% | -4.5% |
| Q1 2019 | $1,515,000 | +11.1% | 27,360 | -3.8% | 0.04% | +2.3% |
| Q4 2018 | $1,364,000 | +72.2% | 28,450 | +107.9% | 0.04% | +87.0% |
| Q3 2018 | $792,000 | +29.2% | 13,686 | +22.5% | 0.02% | +21.1% |
| Q2 2018 | $613,000 | +7.9% | 11,171 | +4.0% | 0.02% | +11.8% |
| Q1 2018 | $568,000 | +6.4% | 10,737 | +7.0% | 0.02% | +6.2% |
| Q4 2017 | $534,000 | +15.8% | 10,031 | +9.2% | 0.02% | +6.7% |
| Q3 2017 | $461,000 | +24.6% | 9,190 | +19.6% | 0.02% | +25.0% |
| Q2 2017 | $370,000 | +506.6% | 7,684 | +493.4% | 0.01% | +500.0% |
| Q1 2017 | $61,000 | +5.2% | 1,295 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $58,000 | -3.3% | 1,295 | -5.5% | 0.00% | 0.0% |
| Q3 2016 | $60,000 | +25.0% | 1,370 | +19.7% | 0.00% | 0.0% |
| Q2 2016 | $48,000 | – | 1,145 | – | 0.00% | – |
Download | ||||||
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% |