SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $463,061 | -5.1% | 6,842 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $487,972 | -25.0% | 6,870 | -28.4% | 0.01% | -33.3% |
| Q1 2023 | $650,809 | -32.6% | 9,592 | -34.9% | 0.01% | -36.8% |
| Q4 2022 | $966,164 | +2741.7% | 14,726 | +2497.2% | 0.02% | +1800.0% |
| Q3 2022 | $34,000 | -44.3% | 567 | -41.7% | 0.00% | 0.0% |
| Q2 2022 | $61,000 | -56.1% | 972 | -47.1% | 0.00% | -50.0% |
| Q1 2022 | $139,000 | +202.2% | 1,837 | +224.0% | 0.00% | +100.0% |
| Q4 2021 | $46,000 | +7.0% | 567 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $43,000 | -2.3% | 567 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $44,000 | +4.8% | 567 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $42,000 | +7.7% | 567 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | -98.4% | 567 | -98.9% | 0.00% | -98.8% |
| Q4 2018 | $2,461,000 | – | 51,350 | – | 0.08% | – |
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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% |