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 | $5,831,204 | -7.4% | 86,158 | -2.8% | 1.10% | -5.8% |
| Q2 2023 | $6,294,711 | +2.2% | 88,620 | -2.4% | 1.17% | -6.5% |
| Q1 2023 | $6,158,504 | +1.4% | 90,766 | -1.9% | 1.25% | -6.2% |
| Q4 2022 | $6,072,957 | +5.5% | 92,561 | -2.7% | 1.33% | -0.2% |
| Q3 2022 | $5,758,000 | -6.0% | 95,129 | -2.5% | 1.34% | 0.0% |
| Q2 2022 | $6,123,000 | -18.5% | 97,616 | -1.4% | 1.34% | -5.1% |
| Q1 2022 | $7,510,000 | -6.8% | 98,999 | -1.2% | 1.41% | -3.9% |
| Q4 2021 | $8,059,000 | +4.0% | 100,196 | -0.9% | 1.46% | -2.5% |
| Q3 2021 | $7,750,000 | -3.5% | 101,090 | -1.5% | 1.50% | -2.5% |
| Q2 2021 | $8,032,000 | +4.5% | 102,622 | -0.6% | 1.54% | -3.1% |
| Q1 2021 | $7,685,000 | +8.6% | 103,250 | -0.5% | 1.59% | +0.9% |
| Q4 2020 | $7,078,000 | +21.5% | 103,817 | -1.1% | 1.58% | +7.0% |
| Q3 2020 | $5,824,000 | +4.9% | 104,971 | -0.5% | 1.47% | -4.2% |
| Q2 2020 | $5,552,000 | +17.4% | 105,513 | -5.9% | 1.54% | -0.1% |
| Q1 2020 | $4,728,000 | -32.7% | 112,138 | -4.0% | 1.54% | -14.8% |
| Q4 2019 | $7,029,000 | -0.5% | 116,862 | -6.4% | 1.81% | -2.8% |
| Q3 2019 | $7,061,000 | -0.6% | 124,887 | +0.4% | 1.86% | -2.6% |
| Q2 2019 | $7,103,000 | +4.3% | 124,425 | +1.2% | 1.91% | 0.0% |
| Q1 2019 | $6,810,000 | +23.6% | 122,941 | +7.0% | 1.91% | +6.8% |
| Q4 2018 | $5,508,000 | -12.2% | 114,928 | +6.0% | 1.79% | -1.6% |
| Q3 2018 | $6,271,000 | +12.5% | 108,411 | +6.8% | 1.82% | +9.7% |
| Q2 2018 | $5,574,000 | +17.1% | 101,542 | +12.8% | 1.66% | +10.8% |
| Q1 2018 | $4,761,000 | -33.5% | 90,026 | -33.0% | 1.50% | -33.6% |
| Q4 2017 | $7,158,000 | +6.1% | 134,379 | -0.2% | 2.25% | +1.2% |
| Q3 2017 | $6,746,000 | +44.1% | 134,619 | +38.5% | 2.23% | +41.2% |
| Q2 2017 | $4,682,000 | +12221.1% | 97,224 | +12129.4% | 1.58% | +11164.3% |
| Q1 2017 | $38,000 | – | 795 | – | 0.01% | – |
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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% |