SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
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. | 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% |