SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 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. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |