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 | $2,804,306 | -9.7% | 41,435 | -5.2% | 0.05% | +2.0% |
| Q2 2023 | $3,104,527 | +4.5% | 43,707 | -0.2% | 0.05% | -7.5% |
| Q1 2023 | $2,972,196 | +1.9% | 43,805 | -1.4% | 0.05% | -5.4% |
| Q4 2022 | $2,915,719 | +9.4% | 44,440 | +0.9% | 0.06% | -1.8% |
| Q3 2022 | $2,665,000 | +0.1% | 44,029 | +3.7% | 0.06% | -6.6% |
| Q2 2022 | $2,663,000 | -13.5% | 42,446 | +4.6% | 0.06% | 0.0% |
| Q1 2022 | $3,077,000 | -5.2% | 40,561 | +0.5% | 0.06% | -4.7% |
| Q4 2021 | $3,247,000 | +9.3% | 40,365 | +4.2% | 0.06% | -9.9% |
| Q3 2021 | $2,971,000 | -3.0% | 38,750 | -1.0% | 0.07% | -7.8% |
| Q2 2021 | $3,063,000 | +1.1% | 39,128 | -3.9% | 0.08% | -10.5% |
| Q1 2021 | $3,031,000 | +4.9% | 40,726 | -3.9% | 0.09% | -8.5% |
| Q4 2020 | $2,889,000 | +27.3% | 42,379 | +3.6% | 0.09% | +5.6% |
| Q3 2020 | $2,269,000 | +786.3% | 40,901 | +801.7% | 0.09% | +368.4% |
| Q3 2019 | $256,000 | – | 4,536 | – | 0.02% | – |
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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% |