SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
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. | 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% |