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 | $1,005,893 | -6.4% | 14,862 | -1.7% | 0.04% | -2.6% |
| Q2 2023 | $1,074,232 | +5.7% | 15,123 | +1.0% | 0.04% | +14.7% |
| Q1 2023 | $1,016,244 | +3.3% | 14,977 | -0.1% | 0.03% | -2.9% |
| Q4 2022 | $983,684 | -6.7% | 14,992 | -13.9% | 0.04% | -12.5% |
| Q3 2022 | $1,054,000 | -8.3% | 17,408 | -5.0% | 0.04% | 0.0% |
| Q2 2022 | $1,149,000 | -15.6% | 18,317 | +2.1% | 0.04% | -2.4% |
| Q1 2022 | $1,361,000 | -7.1% | 17,940 | -1.5% | 0.04% | 0.0% |
| Q4 2021 | $1,465,000 | +16.3% | 18,209 | +10.8% | 0.04% | +7.9% |
| Q3 2021 | $1,260,000 | -82.5% | 16,437 | -82.2% | 0.04% | -82.3% |
| Q2 2021 | $7,219,000 | +681.3% | 92,229 | +642.9% | 0.22% | +616.7% |
| Q1 2021 | $924,000 | +15.5% | 12,415 | +5.8% | 0.03% | +11.1% |
| Q4 2020 | $800,000 | +79.4% | 11,733 | +45.8% | 0.03% | +50.0% |
| Q3 2020 | $446,000 | +7.5% | 8,045 | +2.0% | 0.02% | 0.0% |
| Q2 2020 | $415,000 | +5.3% | 7,889 | -15.7% | 0.02% | -21.7% |
| Q1 2020 | $394,000 | -29.9% | 9,355 | +0.2% | 0.02% | -4.2% |
| Q4 2019 | $562,000 | +114.5% | 9,335 | +101.1% | 0.02% | +84.6% |
| Q3 2019 | $262,000 | +20.2% | 4,641 | +21.8% | 0.01% | +18.2% |
| Q2 2019 | $218,000 | – | 3,811 | – | 0.01% | – |
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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% |