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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,167,785 | +10.7% | 165,009 | +16.1% | 0.56% | +16.1% |
| Q2 2023 | $10,091,135 | +6.2% | 142,069 | +1.5% | 0.48% | -1.2% |
| Q1 2023 | $9,500,265 | +7.0% | 140,019 | +3.5% | 0.49% | +0.6% |
| Q4 2022 | $8,876,353 | +11.9% | 135,290 | +3.3% | 0.49% | +2.5% |
| Q3 2022 | $7,930,000 | -3.0% | 131,002 | +0.5% | 0.48% | -0.2% |
| Q2 2022 | $8,176,000 | -16.8% | 130,335 | +0.6% | 0.48% | -1.0% |
| Q1 2022 | $9,827,000 | -4.4% | 129,541 | +1.4% | 0.48% | +1.5% |
| Q4 2021 | $10,274,000 | +15.0% | 127,743 | +9.6% | 0.48% | +6.0% |
| Q3 2021 | $8,935,000 | +0.3% | 116,553 | +2.5% | 0.45% | -1.8% |
| Q2 2021 | $8,904,000 | +6.7% | 113,761 | +1.5% | 0.46% | +1.3% |
| Q1 2021 | $8,341,000 | +13.4% | 112,072 | +3.9% | 0.45% | +7.9% |
| Q4 2020 | $7,355,000 | +22.9% | 107,880 | +0.0% | 0.42% | +9.2% |
| Q3 2020 | $5,983,000 | -1.0% | 107,834 | -6.1% | 0.38% | -10.1% |
| Q2 2020 | $6,042,000 | +25.1% | 114,829 | +0.2% | 0.42% | +3.7% |
| Q1 2020 | $4,830,000 | -31.1% | 114,575 | -1.7% | 0.41% | -12.6% |
| Q4 2019 | $7,011,000 | +8.9% | 116,566 | +2.3% | 0.47% | +1.1% |
| Q3 2019 | $6,440,000 | -1.1% | 113,909 | -0.2% | 0.46% | -4.7% |
| Q2 2019 | $6,513,000 | +6.0% | 114,082 | +2.9% | 0.49% | +1.5% |
| Q1 2019 | $6,142,000 | +26.5% | 110,893 | +9.5% | 0.48% | +7.6% |
| Q4 2018 | $4,854,000 | -3.4% | 101,276 | +16.6% | 0.45% | +12.6% |
| Q3 2018 | $5,023,000 | +16.6% | 86,841 | +10.6% | 0.40% | +7.6% |
| Q2 2018 | $4,309,000 | +4.4% | 78,511 | +0.6% | 0.37% | +1.9% |
| Q1 2018 | $4,126,000 | +21.8% | 78,022 | +22.7% | 0.36% | +22.0% |
| Q4 2017 | $3,387,000 | +16.3% | 63,584 | +9.4% | 0.30% | +12.1% |
| Q3 2017 | $2,912,000 | +7.0% | 58,113 | +2.9% | 0.26% | +1.5% |
| Q2 2017 | $2,721,000 | +13.0% | 56,497 | +11.0% | 0.26% | +7.4% |
| Q1 2017 | $2,409,000 | +81.9% | 50,893 | +73.5% | 0.24% | +71.6% |
| Q4 2016 | $1,324,000 | +1354.9% | 29,326 | +1296.5% | 0.14% | +1310.0% |
| Q3 2016 | $91,000 | +3.4% | 2,100 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $88,000 | +3.5% | 2,100 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $85,000 | +26.9% | 2,100 | +26.1% | 0.01% | +25.0% |
| Q4 2015 | $67,000 | +6.3% | 1,665 | +2.5% | 0.01% | 0.0% |
| Q3 2015 | $63,000 | -3.1% | 1,625 | +7.3% | 0.01% | 0.0% |
| Q2 2015 | $65,000 | +12.1% | 1,515 | +13.1% | 0.01% | +14.3% |
| Q1 2015 | $58,000 | -32.6% | 1,340 | -36.9% | 0.01% | -36.4% |
| Q4 2014 | $86,000 | +72.0% | 2,125 | +63.5% | 0.01% | +57.1% |
| Q3 2014 | $50,000 | +47.1% | 1,300 | +54.8% | 0.01% | +40.0% |
| Q2 2014 | $34,000 | – | 840 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |