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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |