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 | $586 | -8.4% | 8,655 | -3.9% | 0.01% | 0.0% |
| Q2 2023 | $640 | +2.6% | 9,004 | -2.1% | 0.01% | 0.0% |
| Q1 2023 | $624 | -7.7% | 9,199 | -10.7% | 0.01% | -10.0% |
| Q4 2022 | $676 | -99.9% | 10,300 | +16.3% | 0.01% | +11.1% |
| Q3 2022 | $536,000 | -6.1% | 8,854 | -2.8% | 0.01% | -10.0% |
| Q2 2022 | $571,000 | -18.3% | 9,107 | -1.2% | 0.01% | 0.0% |
| Q1 2022 | $699,000 | -5.7% | 9,218 | 0.0% | 0.01% | -23.1% |
| Q4 2021 | $741,000 | +5.7% | 9,218 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $701,000 | +64.2% | 9,150 | +67.6% | 0.01% | +62.5% |
| Q2 2021 | $427,000 | -62.2% | 5,460 | -64.0% | 0.01% | -66.7% |
| Q1 2021 | $1,129,000 | +332.6% | 15,166 | +296.1% | 0.02% | +300.0% |
| Q4 2020 | $261,000 | -69.0% | 3,829 | -74.7% | 0.01% | -72.7% |
| Q3 2020 | $841,000 | -2.7% | 15,154 | -7.7% | 0.02% | -12.0% |
| Q2 2020 | $864,000 | +18.7% | 16,426 | -4.9% | 0.02% | +4.2% |
| Q1 2020 | $728,000 | -36.6% | 17,264 | -9.5% | 0.02% | -17.2% |
| Q4 2019 | $1,148,000 | +15.4% | 19,083 | +8.4% | 0.03% | -9.4% |
| Q3 2019 | $995,000 | -20.4% | 17,602 | -19.6% | 0.03% | -20.0% |
| Q2 2019 | $1,250,000 | +207.9% | 21,889 | +198.4% | 0.04% | +135.3% |
| Q1 2019 | $406,000 | +73.5% | 7,336 | +81.4% | 0.02% | +41.7% |
| Q3 2018 | $234,000 | +5.4% | 4,044 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $222,000 | +2120.0% | 4,044 | +1485.9% | 0.01% | +1100.0% |
| Q4 2015 | $10,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -9.1% | 255 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $11,000 | +10.0% | 255 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $10,000 | 0.0% | 255 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $10,000 | – | 255 | – | 0.00% | – |
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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% |