SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,065 | -4.4% | 4,537 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $321,359 | +5.0% | 4,524 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $306,003 | +3.7% | 4,510 | +0.3% | 0.01% | -11.1% |
| Q4 2022 | $295,109 | +8.9% | 4,498 | +0.4% | 0.01% | -10.0% |
| Q3 2022 | $271,000 | -3.2% | 4,481 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $280,000 | -17.2% | 4,466 | +0.3% | 0.01% | -9.1% |
| Q1 2022 | $338,000 | -5.3% | 4,451 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $357,000 | +44.0% | 4,440 | +37.5% | 0.01% | +22.2% |
| Q3 2021 | $248,000 | -1.6% | 3,229 | +0.3% | 0.01% | -10.0% |
| Q2 2021 | $252,000 | +15.6% | 3,218 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $218,000 | +23.2% | 3,204 | +0.4% | 0.01% | +11.1% |
| Q4 2020 | $177,000 | 0.0% | 3,191 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $177,000 | +6.0% | 3,191 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $167,000 | +24.6% | 3,179 | +0.3% | 0.01% | +11.1% |
| Q1 2020 | $134,000 | -43.0% | 3,168 | -18.9% | 0.01% | -40.0% |
| Q4 2019 | $235,000 | +6.8% | 3,904 | +0.4% | 0.02% | -6.2% |
| Q3 2019 | $220,000 | -0.5% | 3,888 | +0.6% | 0.02% | -5.9% |
| Q2 2019 | $221,000 | +3.3% | 3,864 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $214,000 | – | 3,864 | – | 0.02% | – |
Download | ||||||
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% |