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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $7,000 | -12.5% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $8,000 | -69.2% | 100 | -74.0% | 0.00% | – |
| Q4 2020 | $26,000 | +420.0% | 384 | +284.0% | 0.00% | – |
| Q3 2020 | $5,000 | -37.5% | 100 | -36.7% | 0.00% | – |
| Q2 2020 | $8,000 | -50.0% | 158 | -60.5% | 0.00% | – |
| Q1 2020 | $16,000 | -66.7% | 400 | -61.1% | 0.00% | -100.0% |
| Q1 2017 | $48,000 | +700.0% | 1,027 | +530.1% | 0.00% | – |
| Q1 2016 | $6,000 | -80.0% | 163 | -78.8% | 0.00% | -100.0% |
| Q4 2015 | $30,000 | +900.0% | 768 | +825.3% | 0.00% | – |
| Q3 2015 | $3,000 | -66.7% | 83 | -61.0% | 0.00% | -100.0% |
| Q1 2015 | $9,000 | – | 213 | – | 0.00% | – |
Download | ||||||
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% |