SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $511,593 | +100607.3% | 7,559 | +5.6% | 0.19% | +12.0% |
| Q2 2023 | $508 | +28.3% | 7,158 | +22.7% | 0.17% | +32.5% |
| Q1 2023 | $396 | +5.9% | 5,832 | +2.3% | 0.13% | +2.4% |
| Q4 2022 | $374 | -99.9% | 5,699 | -1.5% | 0.12% | -3.1% |
| Q3 2022 | $350,000 | +3.9% | 5,788 | +7.8% | 0.13% | +10.4% |
| Q2 2022 | $337,000 | -14.5% | 5,370 | +3.5% | 0.12% | -2.5% |
| Q1 2022 | $394,000 | -4.4% | 5,189 | +1.3% | 0.12% | -2.5% |
| Q4 2021 | $412,000 | +9.9% | 5,123 | +4.9% | 0.12% | +8.0% |
| Q3 2021 | $375,000 | -16.9% | 4,886 | -19.4% | 0.11% | -15.8% |
| Q1 2021 | $451,000 | +28.5% | 6,065 | -4.2% | 0.13% | +11.8% |
| Q3 2020 | $351,000 | -3.8% | 6,332 | -8.6% | 0.12% | -9.2% |
| Q2 2020 | $365,000 | +46.6% | 6,929 | +17.2% | 0.13% | +26.0% |
| Q1 2020 | $249,000 | -24.5% | 5,911 | +7.7% | 0.10% | -11.9% |
| Q4 2019 | $330,000 | -26.3% | 5,486 | -30.8% | 0.12% | -34.8% |
| Q3 2019 | $448,000 | -2.6% | 7,928 | -1.6% | 0.18% | -1.6% |
| Q2 2019 | $460,000 | +6.0% | 8,061 | +2.9% | 0.18% | -5.6% |
| Q1 2019 | $434,000 | -87.8% | 7,834 | +5.4% | 0.20% | +15.4% |
| Q4 2018 | $3,562,000 | +688.1% | 7,432 | -4.8% | 0.17% | -10.6% |
| Q3 2018 | $452,000 | +1.3% | 7,808 | -4.0% | 0.19% | -3.1% |
| Q2 2018 | $446,000 | -10.8% | 8,132 | -13.3% | 0.20% | -4.4% |
| Q4 2017 | $500,000 | +0.2% | 9,381 | -5.7% | 0.20% | -2.4% |
| Q3 2017 | $499,000 | +11.6% | 9,953 | +7.3% | 0.21% | +5.0% |
| Q2 2017 | $447,000 | +1.6% | 9,279 | -0.1% | 0.20% | +0.5% |
| Q1 2017 | $440,000 | +1.1% | 9,288 | -3.5% | 0.20% | -2.0% |
| Q4 2016 | $435,000 | +55.9% | 9,626 | +50.6% | 0.20% | +55.4% |
| Q3 2016 | $279,000 | – | 6,392 | – | 0.13% | – |
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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% |