SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $57,026 | -4.4% | 843 | +0.4% | 0.08% | -17.4% |
Q2 2023 | $59,634 | +5.5% | 840 | +0.8% | 0.09% | +1.1% |
Q1 2023 | $56,534 | +3.8% | 833 | +0.4% | 0.09% | -2.2% |
Q4 2022 | $54,486 | +11.2% | 830 | +2.3% | 0.09% | +4.5% |
Q3 2022 | $49,000 | +6.5% | 811 | +9.9% | 0.09% | +18.7% |
Q2 2022 | $46,000 | -13.2% | 738 | +5.6% | 0.08% | -1.3% |
Q1 2022 | $53,000 | -3.6% | 699 | +1.7% | 0.08% | +8.6% |
Q4 2021 | $55,000 | +7.8% | 687 | +3.0% | 0.07% | +6.1% |
Q3 2021 | $51,000 | 0.0% | 667 | +2.5% | 0.07% | -2.9% |
Q2 2021 | $51,000 | +8.5% | 651 | +3.0% | 0.07% | +1.5% |
Q1 2021 | $47,000 | +14.6% | 632 | +5.0% | 0.07% | +9.8% |
Q4 2020 | $41,000 | +36.7% | 602 | +9.9% | 0.06% | +19.6% |
Q3 2020 | $30,000 | +15.4% | 548 | +11.2% | 0.05% | -7.3% |
Q2 2020 | $26,000 | +36.8% | 493 | +9.6% | 0.06% | +34.1% |
Q1 2020 | $19,000 | -9.5% | 450 | +29.3% | 0.04% | -6.8% |
Q4 2019 | $21,000 | +50.0% | 348 | +38.1% | 0.04% | +46.7% |
Q3 2019 | $14,000 | +55.6% | 252 | +57.5% | 0.03% | +30.4% |
Q2 2019 | $9,000 | -30.8% | 160 | -34.2% | 0.02% | -28.1% |
Q1 2019 | $13,000 | +225.0% | 243 | +158.5% | 0.03% | +146.2% |
Q4 2018 | $4,000 | -20.0% | 94 | +1.1% | 0.01% | -18.8% |
Q3 2018 | $5,000 | +150.0% | 93 | +158.3% | 0.02% | +128.6% |
Q2 2018 | $2,000 | – | 36 | – | 0.01% | – |
Download |
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% |