SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,850,000 | -22.2% | 29,493 | -6.0% | 0.36% | -7.7% |
| Q1 2022 | $2,379,000 | -10.8% | 31,363 | -5.4% | 0.39% | -4.6% |
| Q4 2021 | $2,667,000 | +3.3% | 33,154 | -1.6% | 0.41% | +22.5% |
| Q3 2021 | $2,582,000 | -4.1% | 33,688 | -2.0% | 0.33% | -22.3% |
| Q2 2021 | $2,691,000 | -0.4% | 34,378 | -5.3% | 0.43% | -10.8% |
| Q1 2021 | $2,703,000 | +6.3% | 36,321 | -2.6% | 0.48% | -0.2% |
| Q4 2020 | $2,542,000 | +21.2% | 37,276 | -1.4% | 0.48% | +11.3% |
| Q3 2020 | $2,097,000 | -3.0% | 37,799 | -7.9% | 0.43% | -6.9% |
| Q2 2020 | $2,161,000 | +23.0% | 41,059 | -1.4% | 0.47% | +5.2% |
| Q1 2020 | $1,757,000 | -32.5% | 41,654 | -3.8% | 0.44% | -21.9% |
| Q4 2019 | $2,603,000 | +5.5% | 43,290 | -0.8% | 0.57% | +0.9% |
| Q3 2019 | $2,467,000 | -3.6% | 43,639 | -2.7% | 0.56% | +1.1% |
| Q2 2019 | $2,559,000 | -1.3% | 44,838 | -4.2% | 0.56% | -1.8% |
| Q1 2019 | $2,593,000 | – | 46,800 | – | 0.57% | – |
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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% |