SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $20,115,000 | +3.1% | 250,096 | -1.7% | 2.60% | -8.9% |
| Q3 2021 | $19,502,000 | -3.7% | 254,395 | -1.7% | 2.86% | -4.2% |
| Q2 2021 | $20,253,000 | +3.4% | 258,762 | -1.6% | 2.98% | -5.8% |
| Q1 2021 | $19,578,000 | +7.1% | 263,039 | -1.9% | 3.16% | +0.6% |
| Q4 2020 | $18,273,000 | +21.6% | 268,008 | -1.0% | 3.14% | +5.0% |
| Q3 2020 | $15,023,000 | +4.7% | 270,781 | -0.7% | 2.99% | -2.7% |
| Q2 2020 | $14,355,000 | +12.4% | 272,814 | -10.0% | 3.08% | -1.5% |
| Q1 2020 | $12,777,000 | -27.8% | 303,060 | +2.9% | 3.12% | -5.4% |
| Q4 2019 | $17,707,000 | +7.5% | 294,388 | +1.0% | 3.30% | -1.3% |
| Q3 2019 | $16,473,000 | -1.1% | 291,343 | -0.1% | 3.34% | -0.8% |
| Q2 2019 | $16,650,000 | +4.0% | 291,644 | +0.9% | 3.37% | +1.1% |
| Q1 2019 | $16,009,000 | +16.4% | 289,024 | +0.7% | 3.33% | +2.6% |
| Q4 2018 | $13,758,000 | -22.1% | 287,053 | -6.0% | 3.25% | -10.5% |
| Q3 2018 | $17,654,000 | +10.6% | 305,218 | +5.0% | 3.63% | +6.0% |
| Q2 2018 | $15,958,000 | +5.0% | 290,731 | +1.2% | 3.42% | +4.4% |
| Q1 2018 | $15,199,000 | +1.1% | 287,422 | +1.9% | 3.28% | +2.0% |
| Q4 2017 | $15,030,000 | +6.1% | 282,144 | -0.2% | 3.21% | +2.3% |
| Q3 2017 | $14,164,000 | +7.2% | 282,666 | +3.0% | 3.14% | +9.4% |
| Q2 2017 | $13,217,000 | +5.5% | 274,446 | +3.7% | 2.87% | +1.2% |
| Q1 2017 | $12,527,000 | +8.6% | 264,679 | +3.6% | 2.84% | +4.3% |
| Q4 2016 | $11,535,000 | +4.1% | 255,485 | +0.4% | 2.72% | +2.8% |
| Q3 2016 | $11,080,000 | +6.4% | 254,593 | +2.7% | 2.65% | +2.0% |
| Q2 2016 | $10,415,000 | +6.0% | 247,907 | +2.4% | 2.60% | +4.4% |
| Q1 2016 | $9,827,000 | +12.0% | 242,090 | +10.6% | 2.49% | +9.9% |
| Q4 2015 | $8,771,000 | +13.6% | 218,893 | +10.4% | 2.26% | +7.2% |
| Q3 2015 | $7,719,000 | -2.4% | 198,328 | +6.9% | 2.11% | +3.8% |
| Q2 2015 | $7,910,000 | +6.0% | 185,501 | +7.2% | 2.03% | +5.8% |
| Q1 2015 | $7,464,000 | +45.4% | 172,982 | +37.1% | 1.92% | +29.5% |
| Q4 2014 | $5,133,000 | +57.6% | 126,178 | +49.9% | 1.48% | +44.1% |
| Q3 2014 | $3,258,000 | +18.1% | 84,179 | +22.8% | 1.03% | +21.3% |
| Q2 2014 | $2,759,000 | +58.7% | 68,567 | +52.2% | 0.85% | +49.2% |
| Q1 2014 | $1,739,000 | +23.4% | 45,048 | +19.7% | 0.57% | +21.1% |
| Q4 2013 | $1,409,000 | +13.4% | 37,632 | +4.9% | 0.47% | +3.1% |
| Q3 2013 | $1,242,000 | +41.9% | 35,884 | +31.1% | 0.46% | +34.5% |
| Q2 2013 | $875,000 | – | 27,367 | – | 0.34% | – |
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% |