SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,567,006 | -5.0% | 23,153 | -0.3% | 0.09% | -3.4% |
| Q2 2023 | $1,649,827 | +104121.5% | 23,227 | -0.4% | 0.09% | +1.1% |
| Q1 2023 | $1,583 | +657.4% | 23,326 | +633.3% | 0.09% | +633.3% |
| Q4 2022 | $209 | -99.9% | 3,181 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $241,000 | -5.5% | 3,176 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $255,000 | +4.9% | 3,175 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $243,000 | -2.4% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $249,000 | +5.5% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $236,000 | +9.3% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $216,000 | – | 3,175 | – | 0.01% | – |
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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% |