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 | $8 | -11.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9 | +12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8 | -99.9% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $9,000 | +12.5% | 120 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $8,000 | +14.3% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +33.3% |
| Q4 2018 | $6,000 | -14.3% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | -25.0% | 120 | -26.4% | 0.00% | -40.0% |
| Q2 2017 | $8,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | -60.0% | 163 | -63.0% | 0.01% | -58.3% |
| Q4 2016 | $20,000 | +185.7% | 441 | +180.9% | 0.01% | +200.0% |
| Q3 2016 | $7,000 | 0.0% | 157 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $7,000 | +16.7% | 157 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $6,000 | -40.0% | 157 | -90.7% | 0.00% | -33.3% |
| Q4 2015 | $10,000 | +66.7% | 1,681 | +860.6% | 0.01% | +50.0% |
| Q3 2015 | $6,000 | +200.0% | 175 | +307.0% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 43 | -8.5% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 47 | – | 0.00% | – |
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% |