SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $958 | -2.2% | 14,159 | +2.6% | 0.09% | -26.6% |
| Q2 2023 | $980 | -7.6% | 13,802 | -11.7% | 0.13% | -18.5% |
| Q1 2023 | $1,061 | +11.7% | 15,638 | +7.9% | 0.16% | +1.3% |
| Q4 2022 | $950 | -99.9% | 14,489 | -13.8% | 0.16% | -20.1% |
| Q3 2022 | $1,017,000 | -4.4% | 16,816 | -0.9% | 0.19% | -1.0% |
| Q2 2022 | $1,064,000 | -17.6% | 16,975 | -0.3% | 0.20% | -7.1% |
| Q1 2022 | $1,291,000 | +43.4% | 17,026 | +52.0% | 0.21% | +11.6% |
| Q4 2021 | $900,000 | +12.4% | 11,202 | +7.2% | 0.19% | -3.1% |
| Q3 2021 | $801,000 | -0.6% | 10,450 | +1.5% | 0.20% | -3.5% |
| Q2 2021 | $806,000 | +6.9% | 10,298 | +1.6% | 0.20% | -3.8% |
| Q1 2021 | $754,000 | +9.3% | 10,134 | +0.0% | 0.21% | -1.9% |
| Q4 2020 | $690,000 | +23.0% | 10,132 | +0.0% | 0.21% | +1.4% |
| Q3 2020 | $561,000 | +0.2% | 10,128 | -4.8% | 0.21% | -9.4% |
| Q2 2020 | $560,000 | -59.1% | 10,635 | -67.2% | 0.23% | -52.2% |
| Q1 2020 | $1,368,000 | -39.5% | 32,450 | -13.7% | 0.49% | -35.3% |
| Q4 2019 | $2,262,000 | +8.2% | 37,604 | +1.8% | 0.75% | -5.0% |
| Q3 2019 | $2,090,000 | +9.3% | 36,957 | +7.0% | 0.79% | +0.4% |
| Q1 2019 | $1,913,000 | – | 34,532 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |