SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2 | 0.0% | 23 | -17.9% | 0.00% | – |
| Q2 2023 | $2 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2023 | $2 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q4 2022 | $2 | -99.9% | 28 | +3.7% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -60.0% | 27 | -58.5% | 0.00% | – |
| Q4 2021 | $5,000 | -16.7% | 65 | -21.7% | 0.00% | -100.0% |
| Q3 2021 | $6,000 | -14.3% | 83 | -3.5% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | +16.7% | 86 | -1.1% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | 0.0% | 87 | -15.5% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | -33.3% | 103 | -37.6% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 165 | +1.2% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -22.2% | 163 | +1.9% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | -97.2% | 160 | -97.2% | 0.00% | -97.7% |
| Q3 2019 | $325,000 | -0.3% | 5,754 | +0.7% | 0.04% | -2.2% |
| Q2 2019 | $326,000 | -48.4% | 5,712 | -50.0% | 0.04% | +4.7% |
| Q1 2019 | $632,000 | +129.8% | 11,424 | +98.9% | 0.04% | -6.5% |
| Q4 2018 | $275,000 | -16.7% | 5,745 | +0.5% | 0.05% | -6.1% |
| Q3 2018 | $330,000 | +1.9% | 5,715 | -3.3% | 0.05% | -14.0% |
| Q2 2018 | $324,000 | +4.2% | 5,911 | +0.2% | 0.06% | +5.6% |
| Q1 2018 | $311,000 | -1.0% | 5,897 | -0.2% | 0.05% | +3.8% |
| Q4 2017 | $314,000 | +6.8% | 5,907 | +0.5% | 0.05% | +2.0% |
| Q3 2017 | $294,000 | +2.8% | 5,880 | -1.3% | 0.05% | 0.0% |
| Q2 2017 | $286,000 | +1.4% | 5,955 | -0.4% | 0.05% | -1.9% |
| Q1 2017 | $282,000 | +1.1% | 5,976 | -3.5% | 0.05% | -1.9% |
| Q4 2016 | $279,000 | -30.6% | 6,194 | -35.4% | 0.05% | -40.4% |
| Q2 2016 | $402,000 | -9.7% | 9,584 | -12.6% | 0.09% | -14.4% |
| Q1 2016 | $445,000 | -5.5% | 10,968 | -6.8% | 0.10% | -8.0% |
| Q4 2015 | $471,000 | +16.6% | 11,773 | +13.4% | 0.11% | +1.8% |
| Q3 2015 | $404,000 | -10.8% | 10,384 | -2.3% | 0.11% | -6.7% |
| Q2 2015 | $453,000 | -13.4% | 10,633 | -12.4% | 0.12% | -15.6% |
| Q1 2015 | $523,000 | -12.5% | 12,133 | -17.5% | 0.14% | -20.8% |
| Q4 2014 | $598,000 | +28.3% | 14,713 | +22.3% | 0.18% | +27.1% |
| Q3 2014 | $466,000 | – | 12,034 | – | 0.14% | – |
Download | ||||||
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% |