SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $219,620 | +100183.1% | 3,237 | -3.1% | 0.04% | -4.3% |
Q4 2022 | $219 | -99.9% | 3,341 | +3.6% | 0.05% | -2.1% |
Q2 2022 | $202,000 | -19.8% | 3,226 | -2.7% | 0.05% | -25.0% |
Q1 2022 | $252,000 | -6.7% | 3,316 | -1.1% | 0.06% | -5.9% |
Q4 2021 | $270,000 | +5.1% | 3,352 | +0.1% | 0.07% | -5.6% |
Q3 2021 | $257,000 | -3.0% | 3,349 | -1.0% | 0.07% | -1.4% |
Q2 2021 | $265,000 | +1.1% | 3,383 | -3.7% | 0.07% | -3.9% |
Q1 2021 | $262,000 | -14.9% | 3,514 | -22.3% | 0.08% | -20.0% |
Q4 2020 | $308,000 | +22.7% | 4,523 | +0.1% | 0.10% | +1.1% |
Q3 2020 | $251,000 | -4.2% | 4,520 | -9.2% | 0.09% | +6.8% |
Q2 2020 | $262,000 | +10.5% | 4,979 | -11.5% | 0.09% | -10.2% |
Q1 2020 | $237,000 | -35.8% | 5,625 | -8.4% | 0.10% | -22.2% |
Q4 2019 | $369,000 | +4.5% | 6,141 | -1.7% | 0.13% | -7.4% |
Q3 2019 | $353,000 | -0.8% | 6,245 | +0.0% | 0.14% | +0.7% |
Q2 2019 | $356,000 | 0.0% | 6,242 | -2.8% | 0.14% | -4.3% |
Q1 2019 | $356,000 | -6.1% | 6,419 | -18.9% | 0.14% | -1.4% |
Q4 2018 | $379,000 | +84.0% | 7,916 | +122.1% | 0.14% | +83.3% |
Q3 2018 | $206,000 | -10.4% | 3,564 | -17.4% | 0.08% | -18.8% |
Q4 2017 | $230,000 | +6.5% | 4,313 | -0.1% | 0.10% | +2.1% |
Q3 2017 | $216,000 | +6.4% | 4,316 | +2.5% | 0.09% | +2.2% |
Q2 2017 | $203,000 | -2.9% | 4,211 | -9.1% | 0.09% | -15.6% |
Q4 2016 | $209,000 | – | 4,635 | – | 0.11% | – |
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% |