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 | $328,895 | -10.1% | 4,860 | -5.7% | 0.00% | -40.0% |
| Q2 2023 | $365,986 | +4.7% | 5,153 | +0.0% | 0.01% | -16.7% |
| Q1 2023 | $349,538 | -43.9% | 5,152 | -50.0% | 0.01% | 0.0% |
| Q3 2022 | $622,759 | +92.8% | 10,300 | +100.0% | 0.01% | -14.3% |
| Q2 2022 | $323,027 | -41.2% | 5,149 | -36.1% | 0.01% | -69.6% |
| Q4 2020 | $549,000 | +22.8% | 8,055 | 0.0% | 0.02% | -53.1% |
| Q3 2020 | $447,000 | +4866.7% | 8,055 | +4254.1% | 0.05% | +1125.0% |
| Q2 2017 | $9,000 | -93.5% | 185 | -93.6% | 0.00% | -94.7% |
| Q1 2017 | $138,000 | – | 2,907 | – | 0.08% | – |
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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% |