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 | $625,837 | -9.1% | 9,247 | -4.6% | 0.14% | -11.6% |
| Q2 2023 | $688,565 | -1.4% | 9,694 | -5.8% | 0.16% | -12.8% |
| Q1 2023 | $698,521 | +9.8% | 10,295 | +6.2% | 0.19% | +2.7% |
| Q4 2022 | $636,023 | +8.4% | 9,694 | 0.0% | 0.18% | -2.7% |
| Q3 2022 | $587,000 | -3.5% | 9,694 | 0.0% | 0.19% | +1.1% |
| Q2 2022 | $608,000 | -14.7% | 9,694 | +3.1% | 0.19% | -2.6% |
| Q1 2022 | $713,000 | -5.7% | 9,398 | 0.0% | 0.19% | +2.1% |
| Q4 2021 | $756,000 | +5.0% | 9,398 | 0.0% | 0.19% | -11.8% |
| Q3 2021 | $720,000 | -2.2% | 9,398 | 0.0% | 0.21% | -0.5% |
| Q2 2021 | $736,000 | -7.3% | 9,398 | -11.9% | 0.21% | -11.2% |
| Q1 2021 | $794,000 | +4.2% | 10,670 | -4.5% | 0.24% | +0.4% |
| Q4 2020 | $762,000 | +22.9% | 11,178 | 0.0% | 0.24% | +10.6% |
| Q3 2020 | $620,000 | -3.3% | 11,178 | -8.2% | 0.22% | +2.9% |
| Q2 2020 | $641,000 | +25.0% | 12,173 | 0.0% | 0.21% | +7.7% |
| Q1 2020 | $513,000 | -29.9% | 12,173 | 0.0% | 0.20% | -8.9% |
| Q4 2019 | $732,000 | +6.4% | 12,173 | 0.0% | 0.21% | -4.0% |
| Q3 2019 | $688,000 | -1.7% | 12,173 | -0.7% | 0.22% | -1.8% |
| Q2 2019 | $700,000 | +2.9% | 12,254 | -0.2% | 0.23% | -0.9% |
| Q1 2019 | $680,000 | +14.3% | 12,273 | -1.1% | 0.23% | +7.5% |
| Q4 2018 | $595,000 | -17.4% | 12,413 | -0.3% | 0.21% | -14.8% |
| Q3 2018 | $720,000 | +2566.7% | 12,447 | +2099.1% | 0.25% | +2172.7% |
| Q2 2017 | $27,000 | +3.8% | 566 | +2.7% | 0.01% | 0.0% |
| Q1 2017 | $26,000 | -40.9% | 551 | -51.6% | 0.01% | -56.0% |
| Q3 2015 | $44,000 | – | 1,138 | – | 0.02% | – |
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% |