SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,642,685 | -12.3% | 53,822 | -7.9% | 0.12% | -9.8% |
| Q2 2023 | $4,152,924 | -4.0% | 58,467 | -8.3% | 0.13% | -9.0% |
| Q1 2023 | $4,326,097 | +5.5% | 63,760 | +2.0% | 0.14% | -3.3% |
| Q4 2022 | $4,099,514 | -51.9% | 62,483 | -54.0% | 0.15% | -13.3% |
| Q2 2022 | $8,520,000 | +94.0% | 135,812 | +134.6% | 0.17% | +14.6% |
| Q1 2022 | $4,391,000 | -5.8% | 57,889 | -0.2% | 0.15% | +3.4% |
| Q4 2021 | $4,663,000 | +7.7% | 57,978 | -7.4% | 0.15% | -30.5% |
| Q3 2021 | $4,331,000 | -7.6% | 62,640 | +4.6% | 0.21% | +11.1% |
| Q2 2021 | $4,686,000 | +191.2% | 59,880 | +177.0% | 0.19% | +101.1% |
| Q1 2021 | $1,609,000 | +9.2% | 21,619 | +0.0% | 0.09% | +5.6% |
| Q4 2020 | $1,474,000 | +19.6% | 21,617 | -2.7% | 0.09% | -13.6% |
| Q3 2020 | $1,232,000 | -6.7% | 22,209 | -11.5% | 0.10% | -13.4% |
| Q2 2020 | $1,321,000 | +13.9% | 25,097 | -8.8% | 0.12% | -6.3% |
| Q1 2020 | $1,160,000 | +176.8% | 27,518 | +294.8% | 0.13% | +273.5% |
| Q4 2019 | $419,000 | -28.1% | 6,970 | -32.5% | 0.03% | -30.6% |
| Q3 2019 | $583,000 | -12.7% | 10,320 | -11.9% | 0.05% | -12.5% |
| Q2 2019 | $668,000 | +23.2% | 11,709 | +19.6% | 0.06% | +19.1% |
| Q1 2019 | $542,000 | +32.5% | 9,792 | +14.7% | 0.05% | +17.5% |
| Q4 2018 | $409,000 | -4.9% | 8,536 | +14.9% | 0.04% | +2.6% |
| Q3 2018 | $430,000 | +23.2% | 7,426 | +16.8% | 0.04% | +11.4% |
| Q2 2018 | $349,000 | +63.8% | 6,360 | +57.6% | 0.04% | +52.2% |
| Q1 2018 | $213,000 | – | 4,036 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |