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 | $684,628 | +13.6% | 10,116 | +19.3% | 0.05% | +16.3% |
| Q2 2023 | $602,473 | +15.4% | 8,482 | +10.3% | 0.04% | +16.2% |
| Q1 2023 | $521,933 | +4.2% | 7,692 | +0.7% | 0.04% | -5.1% |
| Q4 2022 | $501,008 | +25.6% | 7,636 | +15.9% | 0.04% | +18.2% |
| Q3 2022 | $399,000 | +9.0% | 6,591 | +13.1% | 0.03% | +13.8% |
| Q2 2022 | $366,000 | +3.7% | 5,829 | +25.2% | 0.03% | +20.8% |
| Q1 2022 | $353,000 | +17.3% | 4,655 | +24.4% | 0.02% | +20.0% |
| Q4 2021 | $301,000 | -25.9% | 3,742 | -37.2% | 0.02% | -52.4% |
| Q4 2020 | $406,000 | -20.7% | 5,958 | -30.0% | 0.04% | -35.4% |
| Q4 2019 | $512,000 | – | 8,506 | – | 0.06% | – |
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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% |