SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $260,000 | -12.5% | 3,392 | -15.1% | 0.16% | -27.9% |
| Q1 2021 | $297,000 | +17.9% | 3,993 | +8.0% | 0.22% | +13.8% |
| Q4 2020 | $252,000 | -10.6% | 3,696 | -27.3% | 0.20% | -44.1% |
| Q3 2020 | $282,000 | +10.2% | 5,086 | +4.3% | 0.35% | +20.3% |
| Q2 2020 | $256,000 | -89.3% | 4,874 | -92.9% | 0.29% | -89.6% |
| Q3 2013 | $2,382,000 | +305.1% | 68,801 | +273.8% | 2.78% | +211.0% |
| Q2 2013 | $588,000 | – | 18,405 | – | 0.89% | – |
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% |