SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $455,000 | -2.2% | 5,936 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $465,000 | +5.2% | 5,936 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $442,000 | -0.7% | 5,936 | -9.0% | 0.05% | -5.9% |
| Q4 2020 | $445,000 | +22.9% | 6,522 | 0.0% | 0.05% | +10.9% |
| Q3 2020 | $362,000 | -6.5% | 6,522 | -11.3% | 0.05% | -11.5% |
| Q2 2020 | $387,000 | +8.4% | 7,357 | -13.1% | 0.05% | -3.7% |
| Q1 2020 | $357,000 | -37.8% | 8,466 | -11.3% | 0.05% | -22.9% |
| Q4 2019 | $574,000 | -0.9% | 9,547 | -6.8% | 0.07% | -7.9% |
| Q3 2019 | $579,000 | -6.6% | 10,247 | -5.6% | 0.08% | -8.4% |
| Q2 2019 | $620,000 | +3.2% | 10,857 | 0.0% | 0.08% | +5.1% |
| Q1 2019 | $601,000 | +15.6% | 10,857 | 0.0% | 0.08% | +14.5% |
| Q4 2018 | $520,000 | -17.2% | 10,857 | 0.0% | 0.07% | -2.8% |
| Q3 2018 | $628,000 | +5.4% | 10,857 | 0.0% | 0.07% | 0.0% |
| Q2 2018 | $596,000 | -11.0% | 10,857 | -14.3% | 0.07% | -12.3% |
| Q1 2018 | $670,000 | -24.3% | 12,673 | -23.8% | 0.08% | -24.3% |
| Q4 2017 | $885,000 | – | 16,622 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |