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 | $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% | – |
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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% |