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 | $1,142 | -11.4% | 16,877 | -7.0% | 0.00% | 0.0% |
| Q2 2023 | $1,289 | +17.9% | 18,140 | +12.7% | 0.00% | 0.0% |
| Q1 2023 | $1,093 | +5.1% | 16,101 | +1.6% | 0.00% | 0.0% |
| Q4 2022 | $1,040 | -99.9% | 15,844 | -5.0% | 0.00% | 0.0% |
| Q3 2022 | $1,010,000 | -6.7% | 16,678 | -1.4% | 0.00% | -20.0% |
| Q2 2022 | $1,083,000 | -13.1% | 16,907 | +3.0% | 0.01% | 0.0% |
| Q1 2022 | $1,246,000 | -11.4% | 16,422 | -6.1% | 0.01% | 0.0% |
| Q4 2021 | $1,406,000 | +21.1% | 17,481 | +15.4% | 0.01% | 0.0% |
| Q3 2021 | $1,161,000 | -2.0% | 15,145 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,185,000 | +9.9% | 15,145 | +4.6% | 0.01% | 0.0% |
| Q1 2021 | $1,078,000 | +9.1% | 14,484 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $988,000 | +22.6% | 14,484 | -0.3% | 0.01% | 0.0% |
| Q3 2020 | $806,000 | +5.4% | 14,529 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $765,000 | +53.9% | 14,529 | +23.2% | 0.01% | +25.0% |
| Q1 2020 | $497,000 | -32.8% | 11,796 | -4.2% | 0.00% | -20.0% |
| Q4 2019 | $740,000 | +6.3% | 12,309 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $696,000 | +162.6% | 12,309 | +147.2% | 0.01% | +66.7% |
| Q4 2017 | $265,000 | -10.8% | 4,980 | -15.8% | 0.00% | 0.0% |
| Q3 2017 | $297,000 | – | 5,918 | – | 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% |