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 2023 | $619,710 | -11.7% | 9,156 | -7.3% | 0.00% | 0.0% |
| Q2 2023 | $701,474 | -0.5% | 9,876 | -5.0% | 0.00% | 0.0% |
| Q1 2023 | $705,184 | +20.1% | 10,393 | +16.2% | 0.00% | 0.0% |
| Q4 2022 | $586,963 | +9.1% | 8,946 | +0.6% | 0.00% | +50.0% |
| Q3 2022 | $538,000 | -0.2% | 8,894 | +3.5% | 0.00% | 0.0% |
| Q2 2022 | $539,000 | -15.3% | 8,590 | +2.4% | 0.00% | 0.0% |
| Q1 2022 | $636,000 | -11.0% | 8,386 | -5.6% | 0.00% | -33.3% |
| Q4 2021 | $715,000 | +16.6% | 8,884 | +11.0% | 0.00% | 0.0% |
| Q3 2021 | $613,000 | +0.3% | 8,000 | +2.4% | 0.00% | 0.0% |
| Q2 2021 | $611,000 | +8.3% | 7,812 | +3.1% | 0.00% | 0.0% |
| Q1 2021 | $564,000 | +9.5% | 7,574 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $515,000 | +27.2% | 7,556 | +3.6% | 0.00% | 0.0% |
| Q3 2020 | $405,000 | +4.1% | 7,291 | -1.5% | 0.00% | 0.0% |
| Q2 2020 | $389,000 | +7.5% | 7,400 | -13.8% | 0.00% | 0.0% |
| Q1 2020 | $362,000 | -27.3% | 8,587 | +3.7% | 0.00% | +50.0% |
| Q4 2019 | $498,000 | +5.5% | 8,283 | -0.7% | 0.00% | -33.3% |
| Q3 2019 | $472,000 | -5.0% | 8,344 | -4.2% | 0.00% | 0.0% |
| Q2 2019 | $497,000 | +6.7% | 8,707 | +3.4% | 0.00% | 0.0% |
| Q1 2019 | $466,000 | +5.7% | 8,421 | -8.4% | 0.00% | 0.0% |
| Q4 2018 | $441,000 | -12.7% | 9,193 | +5.3% | 0.00% | 0.0% |
| Q3 2018 | $505,000 | +15.6% | 8,727 | +9.5% | 0.00% | 0.0% |
| Q2 2018 | $437,000 | +7.1% | 7,969 | +3.4% | 0.00% | 0.0% |
| Q1 2018 | $408,000 | +1.0% | 7,704 | +1.6% | 0.00% | +50.0% |
| Q4 2017 | $404,000 | +9.5% | 7,583 | +2.9% | 0.00% | -33.3% |
| Q3 2017 | $369,000 | +6.0% | 7,367 | +2.0% | 0.00% | 0.0% |
| Q2 2017 | $348,000 | – | 7,226 | – | 0.00% | – |
Download | ||||||
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% |