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 | $312,672 | -10.9% | 4,603 | -6.6% | 0.01% | -7.7% |
| Q2 2023 | $350,982 | +3.7% | 4,928 | -0.9% | 0.01% | -7.1% |
| Q1 2023 | $338,441 | +0.4% | 4,973 | -3.2% | 0.01% | -17.6% |
| Q4 2022 | $337,100 | -2.0% | 5,137 | -9.2% | 0.02% | -5.6% |
| Q3 2022 | $344,000 | -8.5% | 5,660 | -5.1% | 0.02% | -5.3% |
| Q2 2022 | $376,000 | -44.5% | 5,964 | -33.0% | 0.02% | -32.1% |
| Q1 2022 | $677,000 | -6.7% | 8,900 | -1.2% | 0.03% | -9.7% |
| Q4 2021 | $726,000 | +5.7% | 9,009 | +0.8% | 0.03% | -8.8% |
| Q3 2021 | $687,000 | -1.6% | 8,941 | +0.3% | 0.03% | -2.9% |
| Q2 2021 | $698,000 | +13.5% | 8,910 | +8.1% | 0.04% | -2.8% |
| Q1 2021 | $615,000 | -11.1% | 8,244 | -18.6% | 0.04% | -25.0% |
| Q4 2020 | $692,000 | +874.6% | 10,130 | +694.5% | 0.05% | +77.8% |
| Q3 2020 | $71,000 | -88.4% | 1,275 | -89.0% | 0.03% | -50.0% |
| Q2 2020 | $611,000 | +14.8% | 11,615 | -7.9% | 0.05% | -3.6% |
| Q1 2020 | $532,000 | -17.9% | 12,607 | +16.9% | 0.06% | +12.0% |
| Q4 2019 | $648,000 | +26.8% | 10,780 | +19.2% | 0.05% | -3.8% |
| Q3 2019 | $511,000 | – | 9,044 | – | 0.05% | – |
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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% |