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 | $154,219 | -99.8% | 2,279 | -99.8% | 0.00% | -99.8% |
| Q2 2023 | $69,787,745 | +2.7% | 982,511 | -1.9% | 1.80% | -3.0% |
| Q1 2023 | $67,976,806 | +0.6% | 1,001,869 | -2.7% | 1.85% | -13.0% |
| Q4 2022 | $67,545,842 | +8.7% | 1,029,505 | +0.3% | 2.13% | +12.1% |
| Q3 2022 | $62,112,000 | +3105500.0% | 1,026,144 | +4664190.9% | 1.90% | – |
| Q1 2022 | $2,000 | -99.4% | 22 | -99.5% | 0.00% | -100.0% |
| Q4 2021 | $349,000 | -20.0% | 4,345 | -23.6% | 0.01% | -25.0% |
| Q3 2021 | $436,000 | -2.9% | 5,685 | -0.8% | 0.01% | -7.7% |
| Q2 2021 | $449,000 | +13.4% | 5,733 | +7.7% | 0.01% | 0.0% |
| Q1 2021 | $396,000 | +3860.0% | 5,322 | +2889.9% | 0.01% | – |
| Q4 2020 | $10,000 | 0.0% | 178 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | +100.0% | 178 | +87.4% | 0.00% | – |
| Q2 2020 | $5,000 | +25.0% | 95 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -50.0% | 95 | -31.7% | 0.00% | – |
| Q4 2019 | $8,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q2 2019 | $8,000 | 0.0% | 139 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $8,000 | +60.0% | 139 | +46.3% | 0.00% | – |
| Q4 2018 | $5,000 | – | 95 | – | 0.00% | – |
Download | ||||||
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% |