SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,918 | +4.6% | 8,406 | +9.7% | 0.22% | +10.0% |
| Q2 2023 | $544,090 | +16.6% | 7,660 | +11.4% | 0.20% | +7.5% |
| Q1 2023 | $466,604 | +5.2% | 6,877 | +1.7% | 0.19% | -2.1% |
| Q4 2022 | $443,655 | +5.1% | 6,762 | -3.0% | 0.19% | -0.5% |
| Q3 2022 | $422,000 | -13.3% | 6,973 | -10.2% | 0.19% | -5.4% |
| Q2 2022 | $487,000 | -33.5% | 7,768 | -19.5% | 0.20% | -16.8% |
| Q1 2022 | $732,000 | -2.4% | 9,646 | +3.5% | 0.24% | +10.4% |
| Q4 2021 | $750,000 | +8.9% | 9,324 | +3.7% | 0.22% | -2.6% |
| Q3 2021 | $689,000 | -6.4% | 8,993 | -4.4% | 0.23% | -6.6% |
| Q2 2021 | $736,000 | +4.1% | 9,404 | -1.0% | 0.24% | -4.3% |
| Q1 2021 | $707,000 | +6.3% | 9,495 | -2.7% | 0.25% | -1.6% |
| Q4 2020 | $665,000 | +20.9% | 9,756 | -1.6% | 0.26% | +13.7% |
| Q3 2020 | $550,000 | +7.2% | 9,919 | +1.7% | 0.23% | -0.4% |
| Q2 2020 | $513,000 | +55.5% | 9,754 | +24.8% | 0.23% | +21.9% |
| Q1 2020 | $330,000 | -55.7% | 7,816 | -36.9% | 0.19% | -41.4% |
| Q4 2019 | $745,000 | +0.7% | 12,389 | -5.3% | 0.32% | -7.3% |
| Q3 2019 | $740,000 | -6.6% | 13,089 | -5.7% | 0.34% | -4.2% |
| Q2 2019 | $792,000 | +111.8% | 13,873 | +105.3% | 0.36% | +100.6% |
| Q1 2019 | $374,000 | +25.9% | 6,759 | +9.2% | 0.18% | +10.5% |
| Q4 2018 | $297,000 | -11.9% | 6,192 | +6.4% | 0.16% | +6.6% |
| Q3 2018 | $337,000 | – | 5,819 | – | 0.15% | – |
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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% |