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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,408 | -10.5% | 4,719 | -6.1% | 0.06% | -8.7% |
| Q2 2023 | $357,032 | -52.9% | 5,026 | -55.0% | 0.07% | -50.4% |
| Q1 2023 | $757,508 | -12.7% | 11,164 | -15.6% | 0.14% | -12.6% |
| Q4 2022 | $867,923 | -0.1% | 13,229 | -7.8% | 0.16% | -15.0% |
| Q3 2022 | $869,000 | -8.0% | 14,351 | -4.8% | 0.19% | -3.1% |
| Q2 2022 | $945,000 | -35.5% | 15,069 | -22.0% | 0.19% | -23.4% |
| Q1 2022 | $1,466,000 | -14.9% | 19,330 | -9.7% | 0.25% | -9.7% |
| Q4 2021 | $1,722,000 | +4.7% | 21,408 | -0.2% | 0.28% | -11.1% |
| Q3 2021 | $1,645,000 | -3.7% | 21,460 | -1.7% | 0.31% | -19.3% |
| Q2 2021 | $1,709,000 | +0.8% | 21,837 | -4.1% | 0.39% | -5.1% |
| Q1 2021 | $1,696,000 | -14.4% | 22,781 | -14.2% | 0.41% | -12.8% |
| Q4 2020 | $1,982,000 | +23.5% | 26,543 | -8.2% | 0.47% | +3.3% |
| Q3 2020 | $1,605,000 | +1.1% | 28,921 | -4.2% | 0.46% | -1.5% |
| Q2 2020 | $1,588,000 | +20.6% | 30,182 | -3.4% | 0.46% | +3.8% |
| Q1 2020 | $1,317,000 | -31.7% | 31,231 | -2.5% | 0.44% | -11.9% |
| Q4 2019 | $1,927,000 | +5.1% | 32,044 | -1.2% | 0.50% | -2.9% |
| Q3 2019 | $1,834,000 | +10.7% | 32,445 | +9.9% | 0.52% | +8.6% |
| Q2 2019 | $1,657,000 | – | 29,529 | – | 0.48% | – |
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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% |