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 | $981,428 | -5.4% | 14,501 | -0.7% | 0.03% | -3.6% |
| Q2 2023 | $1,037,109 | +4.7% | 14,601 | 0.0% | 0.03% | -12.5% |
| Q1 2023 | $990,678 | -0.9% | 14,601 | -4.2% | 0.03% | -11.1% |
| Q4 2022 | $999,896 | +1.7% | 15,240 | -6.2% | 0.04% | -5.3% |
| Q3 2022 | $983,000 | -4.3% | 16,240 | -0.8% | 0.04% | 0.0% |
| Q2 2022 | $1,027,000 | -19.1% | 16,370 | -2.2% | 0.04% | -5.0% |
| Q1 2022 | $1,269,000 | -5.7% | 16,731 | -0.0% | 0.04% | -2.4% |
| Q4 2021 | $1,346,000 | +0.4% | 16,736 | -4.3% | 0.04% | -10.9% |
| Q3 2021 | $1,341,000 | -3.7% | 17,497 | -1.6% | 0.05% | -4.2% |
| Q2 2021 | $1,392,000 | -7.3% | 17,790 | -11.8% | 0.05% | -27.3% |
| Q1 2021 | $1,501,000 | -46.8% | 20,171 | -51.3% | 0.07% | 0.0% |
| Q4 2020 | $2,824,000 | +135.1% | 41,412 | +91.3% | 0.07% | 0.0% |
| Q3 2020 | $1,201,000 | -54.2% | 21,646 | -56.6% | 0.07% | -15.4% |
| Q2 2020 | $2,624,000 | +3.6% | 49,866 | -17.0% | 0.08% | -18.8% |
| Q1 2020 | $2,534,000 | +13.6% | 60,106 | +62.0% | 0.10% | -29.9% |
| Q4 2019 | $2,231,000 | +1.1% | 37,093 | -5.0% | 0.14% | -11.6% |
| Q3 2019 | $2,207,000 | -58.6% | 39,039 | -58.2% | 0.16% | -63.9% |
| Q2 2019 | $5,332,000 | -60.1% | 93,399 | -61.3% | 0.43% | -23.5% |
| Q1 2019 | $13,370,000 | +26.9% | 241,386 | +9.8% | 0.56% | -1.9% |
| Q4 2018 | $10,534,000 | -26.8% | 219,772 | -11.7% | 0.57% | -13.2% |
| Q3 2018 | $14,398,000 | +141.5% | 248,934 | +129.1% | 0.66% | +14.2% |
| Q2 2018 | $5,963,000 | +38.9% | 108,640 | +33.9% | 0.58% | +47.2% |
| Q1 2018 | $4,292,000 | +6.3% | 81,164 | +7.1% | 0.39% | +111.9% |
| Q4 2017 | $4,038,000 | +55.2% | 75,816 | +46.0% | 0.18% | +49.2% |
| Q3 2017 | $2,602,000 | – | 51,930 | – | 0.12% | – |
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% |