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 2021 | $45,836,000 | -15.9% | 597,909 | -14.1% | 6.07% | -5.7% |
| Q2 2021 | $54,487,000 | +4.0% | 695,978 | -1.1% | 6.43% | +7.2% |
| Q1 2021 | $52,401,000 | +1.4% | 704,022 | -7.3% | 6.00% | +2.4% |
| Q4 2020 | $51,685,000 | +12.0% | 759,837 | +1.5% | 5.86% | +5.3% |
| Q3 2020 | $46,135,000 | +13.0% | 748,811 | -3.5% | 5.56% | +8.5% |
| Q2 2020 | $40,844,000 | +9.2% | 776,361 | -12.5% | 5.13% | -6.4% |
| Q1 2020 | $37,415,000 | -21.1% | 887,466 | +12.6% | 5.48% | -0.8% |
| Q4 2019 | $47,411,000 | +16.1% | 788,236 | +9.1% | 5.52% | +26.9% |
| Q3 2019 | $40,853,000 | -15.9% | 722,554 | -15.1% | 4.35% | -15.0% |
| Q2 2019 | $48,560,000 | – | 850,591 | – | 5.12% | – |
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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% |