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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,604,928 | -4.2% | 38,489 | +0.6% | 0.54% | -0.2% |
| Q2 2023 | $2,718,090 | +14.2% | 38,267 | +9.1% | 0.54% | +11.9% |
| Q1 2023 | $2,379,410 | +109499.7% | 35,069 | +6.0% | 0.48% | +4.1% |
| Q4 2022 | $2,171 | -99.9% | 33,085 | +37.1% | 0.46% | +40.1% |
| Q3 2022 | $1,461,000 | +16.0% | 24,132 | +20.1% | 0.33% | +22.8% |
| Q2 2022 | $1,260,000 | +3.4% | 20,093 | +25.0% | 0.27% | +13.1% |
| Q1 2022 | $1,219,000 | -6.2% | 16,071 | -0.5% | 0.24% | -7.4% |
| Q4 2021 | $1,299,000 | +4.1% | 16,152 | -0.8% | 0.26% | -7.2% |
| Q3 2021 | $1,248,000 | -2.3% | 16,277 | -0.2% | 0.28% | -9.5% |
| Q2 2021 | $1,277,000 | +19.7% | 16,317 | +13.8% | 0.30% | +11.7% |
| Q1 2021 | $1,067,000 | -6.0% | 14,337 | -13.8% | 0.27% | -7.8% |
| Q4 2020 | $1,135,000 | +7.6% | 16,641 | -12.5% | 0.30% | -13.2% |
| Q3 2020 | $1,055,000 | -2.0% | 19,011 | -7.1% | 0.34% | -7.8% |
| Q2 2020 | $1,077,000 | +24.2% | 20,467 | -0.4% | 0.37% | +30.7% |
| Q1 2020 | $867,000 | -40.0% | 20,559 | -14.5% | 0.28% | -25.3% |
| Q4 2019 | $1,446,000 | -6.1% | 24,036 | -11.8% | 0.38% | -11.2% |
| Q3 2019 | $1,540,000 | +2.6% | 27,237 | +4.4% | 0.43% | +7.6% |
| Q2 2019 | $1,501,000 | +9.1% | 26,099 | +5.0% | 0.40% | +4.7% |
| Q1 2019 | $1,376,000 | +17.0% | 24,847 | +1.3% | 0.38% | +5.0% |
| Q4 2018 | $1,176,000 | +89.1% | 24,539 | +128.1% | 0.36% | +120.1% |
| Q3 2018 | $622,000 | +12.1% | 10,759 | +6.3% | 0.16% | +6.5% |
| Q2 2018 | $555,000 | +22.8% | 10,119 | +18.4% | 0.15% | +12.4% |
| Q1 2018 | $452,000 | +25.9% | 8,544 | +26.7% | 0.14% | +28.0% |
| Q4 2017 | $359,000 | +16.6% | 6,742 | +9.7% | 0.11% | +2.9% |
| Q3 2017 | $308,000 | +8.5% | 6,144 | +4.2% | 0.10% | +8.3% |
| Q2 2017 | $284,000 | +12.7% | 5,897 | +11.0% | 0.10% | +10.3% |
| Q1 2017 | $252,000 | +12.5% | 5,315 | +7.0% | 0.09% | +1.2% |
| Q4 2016 | $224,000 | +10.3% | 4,969 | +6.7% | 0.09% | -1.1% |
| Q3 2016 | $203,000 | – | 4,659 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |