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 | $683 | -4.7% | 10,088 | +0.0% | 0.11% | -2.8% |
| Q2 2023 | $717 | -99.9% | 10,087 | -6.3% | 0.11% | -9.2% |
| Q1 2023 | $730,512 | +3.0% | 10,767 | -0.4% | 0.12% | -4.0% |
| Q4 2022 | $709,178 | +11.0% | 10,809 | +2.4% | 0.12% | -6.0% |
| Q3 2022 | $639,000 | -3.5% | 10,559 | 0.0% | 0.13% | -0.7% |
| Q2 2022 | $662,000 | -18.0% | 10,559 | -0.8% | 0.13% | -8.2% |
| Q1 2022 | $807,000 | -9.4% | 10,639 | -4.0% | 0.15% | -9.3% |
| Q4 2021 | $891,000 | +5.6% | 11,084 | +0.6% | 0.16% | -4.2% |
| Q3 2021 | $844,000 | -2.5% | 11,013 | -0.5% | 0.17% | -1.8% |
| Q2 2021 | $866,000 | +0.9% | 11,065 | -4.0% | 0.17% | -5.5% |
| Q1 2021 | $858,000 | +7.4% | 11,530 | -1.7% | 0.18% | -2.7% |
| Q4 2020 | $799,000 | +23.7% | 11,725 | +0.7% | 0.19% | +4.5% |
| Q3 2020 | $646,000 | +6.4% | 11,640 | +0.9% | 0.18% | +3.5% |
| Q2 2020 | $607,000 | +65.4% | 11,540 | +32.7% | 0.17% | +42.1% |
| Q1 2020 | $367,000 | -45.5% | 8,695 | -22.4% | 0.12% | -28.8% |
| Q4 2019 | $674,000 | +7.3% | 11,210 | +0.9% | 0.17% | -0.6% |
| Q3 2019 | $628,000 | +14.8% | 11,110 | +15.8% | 0.17% | +14.8% |
| Q2 2019 | $547,000 | -2.1% | 9,590 | -5.0% | 0.15% | -4.5% |
| Q1 2019 | $559,000 | +50.3% | 10,095 | +30.0% | 0.16% | +31.1% |
| Q4 2018 | $372,000 | +24.0% | 7,765 | +49.9% | 0.12% | +46.9% |
| Q3 2018 | $300,000 | +15.4% | 5,180 | +9.5% | 0.08% | +9.5% |
| Q2 2018 | $260,000 | – | 4,730 | – | 0.07% | – |
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% |