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 | $1,063,794 | -3.4% | 15,718 | +1.4% | 0.00% | – |
| Q2 2023 | $1,100,965 | +12.4% | 15,500 | +7.4% | 0.00% | – |
| Q1 2023 | $979,279 | +5.5% | 14,433 | +2.0% | 0.00% | – |
| Q4 2022 | $927,988 | -69.1% | 14,144 | -71.5% | 0.00% | -100.0% |
| Q3 2022 | $3,007,000 | -0.3% | 49,685 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $3,016,000 | -23.7% | 48,075 | -7.7% | 0.00% | -50.0% |
| Q1 2022 | $3,952,000 | -80.2% | 52,093 | -79.0% | 0.00% | -71.4% |
| Q4 2021 | $19,944,000 | +4.9% | 247,968 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $19,009,000 | +33.3% | 247,968 | +36.1% | 0.01% | +16.7% |
| Q2 2021 | $14,261,000 | +45.9% | 182,200 | +38.8% | 0.01% | +50.0% |
| Q1 2021 | $9,773,000 | +2541.4% | 131,302 | +2319.0% | 0.00% | – |
| Q4 2020 | $370,000 | +22.9% | 5,428 | 0.0% | 0.00% | – |
| Q3 2020 | $301,000 | +5.2% | 5,428 | 0.0% | 0.00% | – |
| Q2 2020 | $286,000 | +24.9% | 5,428 | 0.0% | 0.00% | – |
| Q1 2020 | $229,000 | +231.9% | 5,428 | +237.8% | 0.00% | – |
| Q1 2015 | $69,000 | – | 1,607 | – | 0.00% | – |
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% |