SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,086,639 | -2.1% | 16,055 | +2.7% | 0.13% | 0.0% |
| Q2 2023 | $1,109,936 | +2.1% | 15,626 | -2.5% | 0.13% | -2.2% |
| Q1 2023 | $1,087,570 | -5.3% | 16,029 | -8.4% | 0.14% | -4.9% |
| Q4 2022 | $1,147,925 | +2.6% | 17,496 | -5.3% | 0.14% | -2.1% |
| Q3 2022 | $1,119,000 | -7.1% | 18,484 | -3.7% | 0.15% | -7.0% |
| Q2 2022 | $1,204,000 | -18.7% | 19,194 | -1.7% | 0.16% | -4.8% |
| Q1 2022 | $1,481,000 | -7.4% | 19,517 | -1.8% | 0.16% | -3.5% |
| Q4 2021 | $1,599,000 | +5.6% | 19,881 | +0.7% | 0.17% | +6.2% |
| Q3 2021 | $1,514,000 | -4.4% | 19,749 | -2.4% | 0.16% | -8.0% |
| Q2 2021 | $1,583,000 | +4.1% | 20,225 | -0.9% | 0.18% | -2.8% |
| Q1 2021 | $1,520,000 | +3.8% | 20,418 | -4.9% | 0.18% | -2.7% |
| Q4 2020 | $1,464,000 | -39.2% | 21,467 | -50.6% | 0.18% | -47.1% |
| Q3 2020 | $2,409,000 | -1.3% | 43,422 | -6.4% | 0.35% | -7.2% |
| Q2 2020 | $2,440,000 | +25.6% | 46,373 | +0.7% | 0.38% | +5.0% |
| Q1 2020 | $1,942,000 | -29.9% | 46,063 | +0.1% | 0.36% | -11.6% |
| Q4 2019 | $2,769,000 | +6.1% | 46,036 | -0.3% | 0.41% | 0.0% |
| Q3 2019 | $2,611,000 | -2.2% | 46,177 | -1.3% | 0.41% | -2.2% |
| Q2 2019 | $2,671,000 | -10.4% | 46,792 | -13.1% | 0.42% | -14.6% |
| Q1 2019 | $2,982,000 | +15.2% | 53,843 | -0.3% | 0.49% | +3.0% |
| Q4 2018 | $2,589,000 | -15.8% | 54,007 | +1.6% | 0.47% | -15.9% |
| Q3 2018 | $3,075,000 | +4.1% | 53,169 | -1.2% | 0.56% | -1.2% |
| Q2 2018 | $2,954,000 | +4.1% | 53,818 | +0.2% | 0.57% | -7.6% |
| Q1 2018 | $2,839,000 | +0.7% | 53,694 | +1.5% | 0.62% | +7.5% |
| Q4 2017 | $2,818,000 | +6.5% | 52,899 | +0.2% | 0.57% | +7.5% |
| Q3 2017 | $2,646,000 | +3.6% | 52,797 | -0.4% | 0.53% | -1.1% |
| Q2 2017 | $2,553,000 | +2.5% | 53,013 | +0.7% | 0.54% | +0.4% |
| Q1 2017 | $2,491,000 | +1.8% | 52,623 | -2.9% | 0.54% | -1.7% |
| Q4 2016 | $2,446,000 | +4.4% | 54,178 | +0.7% | 0.54% | -0.4% |
| Q3 2016 | $2,342,000 | +3.2% | 53,812 | -0.4% | 0.55% | +0.7% |
| Q2 2016 | $2,270,000 | -1.2% | 54,043 | -4.5% | 0.54% | -2.3% |
| Q1 2016 | $2,297,000 | +1.3% | 56,588 | +0.0% | 0.56% | +0.4% |
| Q4 2015 | $2,267,000 | +3.6% | 56,582 | +0.6% | 0.55% | -3.1% |
| Q3 2015 | $2,188,000 | -9.6% | 56,225 | -1.0% | 0.57% | -1.5% |
| Q2 2015 | $2,421,000 | -3.6% | 56,787 | -2.5% | 0.58% | -2.5% |
| Q1 2015 | $2,512,000 | +4.6% | 58,222 | -1.4% | 0.60% | -8.7% |
| Q4 2014 | $2,402,000 | +5.7% | 59,038 | +0.5% | 0.65% | +3.3% |
| Q3 2014 | $2,273,000 | -2.9% | 58,733 | +0.9% | 0.63% | -4.1% |
| Q2 2014 | $2,342,000 | +147.6% | 58,192 | +137.5% | 0.66% | +128.8% |
| Q1 2014 | $946,000 | +4.9% | 24,504 | +1.7% | 0.29% | +1.1% |
| Q4 2013 | $902,000 | +8.3% | 24,097 | +0.2% | 0.28% | -0.7% |
| Q3 2013 | $833,000 | +24.3% | 24,051 | +14.6% | 0.29% | +13.4% |
| Q2 2013 | $670,000 | – | 20,980 | – | 0.25% | – |
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% |