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 | $267,853 | -2.2% | 3,958 | +2.6% | 0.15% | +6.2% |
| Q2 2023 | $274,008 | +4.7% | 3,858 | 0.0% | 0.14% | -0.7% |
| Q1 2023 | $261,740 | +3.4% | 3,858 | 0.0% | 0.14% | -0.7% |
| Q4 2022 | $253,099 | -8.3% | 3,858 | -15.5% | 0.15% | -15.6% |
| Q3 2022 | $276,000 | -3.5% | 4,564 | 0.0% | 0.17% | +0.6% |
| Q2 2022 | $286,000 | -15.6% | 4,564 | +2.2% | 0.17% | +4.2% |
| Q1 2022 | $339,000 | +3.7% | 4,464 | +9.8% | 0.16% | +10.7% |
| Q4 2021 | $327,000 | +6.2% | 4,064 | +1.2% | 0.15% | -4.5% |
| Q3 2021 | $308,000 | -1.9% | 4,014 | 0.0% | 0.16% | -0.6% |
| Q2 2021 | $314,000 | +5.0% | 4,014 | 0.0% | 0.16% | -1.3% |
| Q1 2021 | $299,000 | +9.1% | 4,014 | +0.0% | 0.16% | +3.9% |
| Q4 2020 | $274,000 | +22.9% | 4,013 | 0.0% | 0.15% | +10.9% |
| Q3 2020 | $223,000 | +5.7% | 4,013 | 0.0% | 0.14% | -6.1% |
| Q2 2020 | $211,000 | -12.4% | 4,013 | 0.0% | 0.15% | -7.5% |
| Q4 2019 | $241,000 | +6.2% | 4,013 | 0.0% | 0.16% | -1.2% |
| Q3 2019 | $227,000 | -0.9% | 4,013 | 0.0% | 0.16% | -0.6% |
| Q2 2019 | $229,000 | -26.4% | 4,013 | -25.4% | 0.16% | -28.6% |
| Q3 2018 | $311,000 | +5.4% | 5,380 | 0.0% | 0.23% | -1.7% |
| Q2 2018 | $295,000 | -87.2% | 5,380 | -86.7% | 0.23% | -86.6% |
| Q1 2018 | $2,303,000 | +725.4% | 40,450 | +673.0% | 1.72% | +772.6% |
| Q4 2017 | $279,000 | +8.6% | 5,233 | +2.1% | 0.20% | +9.4% |
| Q3 2017 | $257,000 | – | 5,123 | – | 0.18% | – |
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% |