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 2021 | $16,106,000 | -8.2% | 210,098 | -6.3% | 6.64% | -4.0% |
| Q2 2021 | $17,548,000 | +139.5% | 224,201 | +44.8% | 6.91% | +46.6% |
| Q2 2017 | $7,327,000 | 0.0% | 154,799 | 0.0% | 4.71% | 0.0% |
| Q1 2017 | $7,327,000 | +14.2% | 154,799 | +9.0% | 4.71% | +19.8% |
| Q4 2016 | $6,415,000 | -81.4% | 142,077 | -82.0% | 3.93% | -85.0% |
| Q3 2016 | $34,427,000 | +18.2% | 791,061 | +14.1% | 26.17% | +21.2% |
| Q2 2016 | $29,130,000 | +102.3% | 693,404 | +87.4% | 21.59% | +97.0% |
| Q3 2015 | $14,398,000 | +16.4% | 369,939 | +27.5% | 10.96% | +17.7% |
| Q2 2015 | $12,369,000 | +90.6% | 290,083 | +79.8% | 9.31% | +75.4% |
| Q2 2014 | $6,491,000 | +3.4% | 161,319 | -0.8% | 5.31% | -27.6% |
| Q1 2014 | $6,278,000 | +68.3% | 162,611 | +63.2% | 7.33% | +35.5% |
| Q4 2013 | $3,730,000 | -12.4% | 99,617 | -19.0% | 5.41% | +40.2% |
| Q3 2013 | $4,259,000 | – | 123,034 | – | 3.86% | – |
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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% |