SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69 | +91.7% | 1,015 | +100.6% | 0.02% | +100.0% |
| Q2 2023 | $36 | 0.0% | 506 | -4.5% | 0.01% | -11.1% |
| Q1 2023 | $36 | +2.9% | 530 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $35 | -99.9% | 533 | -25.6% | 0.01% | -30.8% |
| Q3 2022 | $43,000 | -2.3% | 716 | +3.0% | 0.01% | 0.0% |
| Q2 2022 | $44,000 | -8.3% | 695 | +10.7% | 0.01% | -7.1% |
| Q1 2022 | $48,000 | +2.1% | 628 | +7.2% | 0.01% | -6.7% |
| Q4 2021 | $47,000 | +6.8% | 586 | +3.2% | 0.02% | -44.4% |
| Q3 2021 | $44,000 | -2.2% | 568 | -1.0% | 0.03% | -12.9% |
| Q2 2021 | $45,000 | -13.5% | 574 | -17.2% | 0.03% | -22.5% |
| Q1 2021 | $52,000 | +8.3% | 693 | -1.3% | 0.04% | +8.1% |
| Q4 2020 | $48,000 | +29.7% | 702 | +4.8% | 0.04% | +19.4% |
| Q3 2020 | $37,000 | +5.7% | 670 | +0.9% | 0.03% | +6.9% |
| Q2 2020 | $35,000 | +191.7% | 664 | +138.0% | 0.03% | +141.7% |
| Q1 2020 | $12,000 | +140.0% | 279 | +228.2% | 0.01% | +20.0% |
| Q4 2019 | $5,000 | 0.0% | 85 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $5,000 | 0.0% | 85 | -8.6% | 0.01% | -8.3% |
| Q2 2019 | $5,000 | – | 93 | – | 0.01% | – |
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% |