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 | $3,519 | -89.5% | 52 | -88.9% | 0.00% | -100.0% |
Q2 2023 | $33,384 | +18.3% | 470 | +13.0% | 0.00% | 0.0% |
Q1 2023 | $28,226 | +50.9% | 416 | +46.0% | 0.00% | +50.0% |
Q4 2022 | $18,699 | – | 285 | +3971.4% | 0.00% | – |
Q3 2022 | $0 | – | 7 | 0.0% | 0.00% | – |
Q2 2022 | $0 | -100.0% | 7 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | -80.0% | 7 | -89.6% | 0.00% | -100.0% |
Q4 2021 | $5,000 | +400.0% | 67 | +857.1% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | – | 7 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q4 2019 | $0 | – | 7 | 0.0% | 0.00% | – |
Q3 2019 | $0 | -100.0% | 7 | -86.0% | 0.00% | -100.0% |
Q2 2019 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $3,000 | – | 50 | – | 0.00% | – |
Q4 2018 | $0 | – | 0 | – | 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% |