SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,841,440 | -11.6% | 56,759 | -7.3% | 0.17% | -15.2% |
| Q2 2023 | $4,347,296 | -22.0% | 61,204 | -25.5% | 0.20% | -27.9% |
| Q1 2023 | $5,576,914 | +3.7% | 82,195 | +0.2% | 0.28% | -7.8% |
| Q4 2022 | $5,380,350 | +7.2% | 82,005 | -1.1% | 0.31% | -4.7% |
| Q3 2022 | $5,021,000 | -2.9% | 82,949 | +0.7% | 0.32% | -3.6% |
| Q2 2022 | $5,170,000 | -21.4% | 82,411 | -4.9% | 0.33% | -6.7% |
| Q1 2022 | $6,576,000 | -3.0% | 86,688 | +2.9% | 0.36% | +3.8% |
| Q4 2021 | $6,779,000 | +6.5% | 84,280 | +1.5% | 0.34% | -4.4% |
| Q3 2021 | $6,368,000 | +13.8% | 83,064 | +16.2% | 0.36% | +12.8% |
| Q2 2021 | $5,594,000 | +8.6% | 71,472 | +3.3% | 0.32% | -0.9% |
| Q1 2021 | $5,149,000 | +11.0% | 69,178 | +1.7% | 0.32% | +3.5% |
| Q4 2020 | $4,640,000 | +26.0% | 68,053 | +2.5% | 0.31% | +10.6% |
| Q3 2020 | $3,682,000 | +4.8% | 66,375 | -0.6% | 0.28% | -1.4% |
| Q2 2020 | $3,514,000 | +33.2% | 66,773 | +6.7% | 0.29% | +10.4% |
| Q1 2020 | $2,638,000 | -55.9% | 62,580 | -37.1% | 0.26% | -36.8% |
| Q4 2019 | $5,986,000 | +6.6% | 99,520 | +0.2% | 0.41% | +1.7% |
| Q3 2019 | $5,616,000 | -0.9% | 99,323 | +0.1% | 0.40% | -4.7% |
| Q2 2019 | $5,666,000 | -48.3% | 99,251 | -49.8% | 0.42% | -3.4% |
| Q1 2019 | $10,956,000 | +133.6% | 197,810 | +102.2% | 0.44% | +3.5% |
| Q4 2018 | $4,690,000 | -12.2% | 97,847 | +6.0% | 0.42% | -1.9% |
| Q3 2018 | $5,339,000 | +11.2% | 92,308 | +5.5% | 0.43% | +4.6% |
| Q2 2018 | $4,803,000 | +14.9% | 87,510 | +10.7% | 0.41% | +14.4% |
| Q1 2018 | $4,181,000 | -0.2% | 79,064 | +0.5% | 0.36% | -0.3% |
| Q4 2017 | $4,189,000 | +16.4% | 78,640 | +9.5% | 0.36% | +16.1% |
| Q3 2017 | $3,599,000 | +31.6% | 71,817 | +26.5% | 0.31% | +29.6% |
| Q2 2017 | $2,734,000 | +73.4% | 56,769 | +70.4% | 0.24% | +72.7% |
| Q1 2017 | $1,577,000 | +126.9% | 33,318 | +116.5% | 0.14% | +110.6% |
| Q4 2016 | $695,000 | – | 15,386 | – | 0.07% | – |
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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% |