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 | $1,543,857 | +5.0% | 22,811 | +10.2% | 0.24% | +9.3% |
| Q2 2023 | $1,470,535 | +11.1% | 20,703 | +6.1% | 0.22% | +6.4% |
| Q1 2023 | $1,323,483 | +3.2% | 19,506 | -0.2% | 0.20% | +0.5% |
| Q4 2022 | $1,282,079 | +15.8% | 19,541 | +6.8% | 0.20% | +8.6% |
| Q3 2022 | $1,107,000 | -2.1% | 18,291 | +1.5% | 0.18% | -0.5% |
| Q2 2022 | $1,131,000 | -17.0% | 18,022 | +0.3% | 0.19% | -1.1% |
| Q1 2022 | $1,363,000 | -6.2% | 17,961 | -0.6% | 0.19% | +4.4% |
| Q4 2021 | $1,453,000 | +8.4% | 18,067 | +3.3% | 0.18% | -1.1% |
| Q3 2021 | $1,341,000 | +0.9% | 17,498 | +3.0% | 0.18% | +1.7% |
| Q2 2021 | $1,329,000 | +9.0% | 16,981 | +3.7% | 0.18% | 0.0% |
| Q1 2021 | $1,219,000 | +6.7% | 16,382 | -2.2% | 0.18% | +3.5% |
| Q4 2020 | $1,142,000 | +26.0% | 16,745 | +2.6% | 0.17% | +9.5% |
| Q3 2020 | $906,000 | +5.2% | 16,323 | -0.3% | 0.16% | -8.1% |
| Q2 2020 | $861,000 | -42.1% | 16,367 | -53.6% | 0.17% | -44.9% |
| Q1 2020 | $1,488,000 | +55.6% | 35,304 | +122.1% | 0.31% | +70.5% |
| Q4 2019 | $956,000 | +14.9% | 15,892 | +8.1% | 0.18% | +7.0% |
| Q3 2019 | $832,000 | -0.2% | 14,708 | +0.7% | 0.17% | 0.0% |
| Q2 2019 | $834,000 | +12.1% | 14,609 | +8.8% | 0.17% | +6.2% |
| Q1 2019 | $744,000 | +15.7% | 13,428 | +0.1% | 0.16% | -6.9% |
| Q4 2018 | $643,000 | -16.5% | 13,418 | +0.7% | 0.17% | +8.8% |
| Q3 2018 | $770,000 | +1.7% | 13,319 | -3.4% | 0.16% | -10.2% |
| Q2 2018 | $757,000 | +18.5% | 13,783 | +14.1% | 0.18% | +14.9% |
| Q1 2018 | $639,000 | +11.7% | 12,085 | +12.6% | 0.15% | +14.1% |
| Q4 2017 | $572,000 | +8.5% | 10,734 | +2.0% | 0.14% | +1.5% |
| Q3 2017 | $527,000 | +17.6% | 10,525 | +13.1% | 0.13% | +12.7% |
| Q2 2017 | $448,000 | -4.7% | 9,306 | -6.2% | 0.12% | -5.6% |
| Q1 2017 | $470,000 | -4.1% | 9,920 | -8.6% | 0.12% | -9.4% |
| Q4 2016 | $490,000 | +78.2% | 10,850 | +71.9% | 0.14% | +76.9% |
| Q3 2016 | $275,000 | +3.8% | 6,313 | +0.1% | 0.08% | +1.3% |
| Q2 2016 | $265,000 | +3.5% | 6,307 | +0.1% | 0.08% | -2.5% |
| Q1 2016 | $256,000 | – | 6,301 | – | 0.08% | – |
Download | ||||||
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% |