SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209 | -4.7% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,269 | +4.7% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,212 | +3.4% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,172 | -99.9% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,081,000 | -3.5% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,120,000 | -17.3% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,355,000 | -5.7% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,437,000 | +5.0% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,369,000 | -2.1% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,398,000 | +5.2% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,329,000 | +9.1% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,218,000 | +22.9% | 17,868 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $991,000 | +5.4% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $940,000 | – | 17,868 | – | 0.00% | – |
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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% |