SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $778 | +82.6% | 11,500 | +91.7% | 0.00% | 0.0% |
| Q2 2023 | $426 | -43.6% | 6,000 | -47.8% | 0.00% | 0.0% |
| Q4 2022 | $755 | -99.9% | 11,500 | -29.9% | 0.00% | 0.0% |
| Q3 2022 | $993,000 | -26.7% | 16,400 | -24.1% | 0.00% | -50.0% |
| Q2 2022 | $1,355,000 | +427.2% | 21,600 | +575.0% | 0.00% | – |
| Q4 2021 | $257,000 | -87.7% | 3,200 | -88.3% | 0.00% | -100.0% |
| Q3 2021 | $2,093,000 | +20.4% | 27,300 | +23.0% | 0.00% | +50.0% |
| Q2 2021 | $1,738,000 | +229.2% | 22,200 | +212.7% | 0.00% | +100.0% |
| Q1 2021 | $528,000 | -36.5% | 7,100 | -52.7% | 0.00% | 0.0% |
| Q3 2020 | $832,000 | +228.9% | 15,000 | +150.0% | 0.00% | – |
| Q1 2020 | $253,000 | -62.6% | 6,000 | -46.7% | 0.00% | -100.0% |
| Q4 2019 | $677,000 | +49.8% | 11,251 | +40.6% | 0.00% | – |
| Q3 2019 | $452,000 | +75.9% | 8,000 | +77.8% | 0.00% | – |
| Q2 2019 | $257,000 | -46.3% | 4,500 | -55.0% | 0.00% | -100.0% |
| Q4 2018 | $479,000 | +107.4% | 10,000 | +150.0% | 0.00% | – |
| Q3 2018 | $231,000 | -79.9% | 4,000 | -81.1% | 0.00% | -100.0% |
| Q2 2018 | $1,152,000 | +282.7% | 21,200 | +271.9% | 0.00% | – |
| Q1 2018 | $301,000 | – | 5,700 | – | 0.00% | – |
Download | ||||||
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% |