SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $994,341 | -4.6% | 14,692 | +0.1% | 0.08% | -1.2% |
Q2 2023 | $1,042,175 | +6.8% | 14,672 | +2.0% | 0.08% | +2.6% |
Q1 2023 | $975,832 | +5.1% | 14,382 | +1.6% | 0.08% | 0.0% |
Q4 2022 | $928,846 | +9.8% | 14,157 | +1.3% | 0.08% | +2.6% |
Q3 2022 | $846,000 | -5.6% | 13,979 | -2.1% | 0.08% | -6.2% |
Q2 2022 | $896,000 | +3.0% | 14,278 | +24.5% | 0.08% | +22.7% |
Q1 2022 | $870,000 | -5.9% | 11,469 | -0.3% | 0.07% | 0.0% |
Q4 2021 | $925,000 | +3.9% | 11,504 | -0.9% | 0.07% | -5.7% |
Q3 2021 | $890,000 | -7.3% | 11,608 | -5.4% | 0.07% | -4.1% |
Q2 2021 | $960,000 | +0.7% | 12,268 | -4.2% | 0.07% | -6.4% |
Q1 2021 | $953,000 | -24.2% | 12,805 | -30.6% | 0.08% | -27.8% |
Q4 2020 | $1,258,000 | +22.5% | 18,447 | -0.3% | 0.11% | +8.0% |
Q3 2020 | $1,027,000 | +7.0% | 18,504 | +1.4% | 0.10% | -2.0% |
Q2 2020 | $960,000 | +23.9% | 18,242 | -0.8% | 0.10% | +2.0% |
Q1 2020 | $775,000 | -29.0% | 18,393 | +1.4% | 0.10% | -9.1% |
Q4 2019 | $1,091,000 | +6.5% | 18,144 | +0.1% | 0.11% | -0.9% |
Q3 2019 | $1,024,000 | -2.0% | 18,117 | -1.0% | 0.11% | -2.6% |
Q2 2019 | $1,045,000 | +4.6% | 18,306 | +1.5% | 0.11% | +4.6% |
Q1 2019 | $999,000 | +13.5% | 18,040 | -1.8% | 0.11% | +0.9% |
Q4 2018 | $880,000 | -16.7% | 18,365 | +0.6% | 0.11% | -2.7% |
Q3 2018 | $1,056,000 | +2.7% | 18,256 | -2.5% | 0.11% | -4.3% |
Q2 2018 | $1,028,000 | +3.3% | 18,732 | -0.5% | 0.12% | 0.0% |
Q1 2018 | $995,000 | +0.6% | 18,822 | +1.4% | 0.12% | +5.5% |
Q4 2017 | $989,000 | +8.8% | 18,570 | +2.4% | 0.11% | +2.8% |
Q3 2017 | $909,000 | +11.0% | 18,138 | +6.6% | 0.11% | +7.0% |
Q2 2017 | $819,000 | +101.2% | 17,009 | +98.0% | 0.10% | +96.1% |
Q1 2017 | $407,000 | +9.4% | 8,589 | +4.1% | 0.05% | +4.1% |
Q4 2016 | $372,000 | +3.0% | 8,248 | -0.6% | 0.05% | 0.0% |
Q3 2016 | $361,000 | -1.4% | 8,295 | -4.7% | 0.05% | -2.0% |
Q2 2016 | $366,000 | +11.2% | 8,704 | +7.5% | 0.05% | +11.1% |
Q1 2016 | $329,000 | +1.5% | 8,097 | +0.2% | 0.04% | -2.2% |
Q4 2015 | $324,000 | +4.2% | 8,079 | +1.3% | 0.05% | +2.2% |
Q3 2015 | $311,000 | -8.5% | 7,978 | -0.1% | 0.04% | 0.0% |
Q2 2015 | $340,000 | +0.6% | 7,985 | +2.0% | 0.04% | -4.3% |
Q1 2015 | $338,000 | +6.0% | 7,831 | -0.2% | 0.05% | +11.9% |
Q4 2014 | $319,000 | +8.5% | 7,846 | +3.4% | 0.04% | +2.4% |
Q3 2014 | $294,000 | +16.7% | 7,589 | +21.1% | 0.04% | +17.1% |
Q2 2014 | $252,000 | – | 6,265 | – | 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% |