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 | $79,673,493 | -8.1% | 1,177,209 | -3.6% | 0.39% | +14.5% |
| Q2 2023 | $86,730,786 | +28.1% | 1,221,045 | +24.9% | 0.34% | +111.2% |
| Q1 2023 | $67,679,581 | +7.1% | 977,641 | +1.5% | 0.16% | -60.5% |
| Q4 2022 | $63,211,229 | +44.2% | 963,417 | +37.8% | 0.40% | -16.5% |
| Q2 2022 | $43,850,000 | -15.7% | 699,330 | +2.0% | 0.48% | -40.0% |
| Q1 2022 | $51,994,000 | -6.9% | 685,397 | -1.3% | 0.81% | -4.9% |
| Q4 2021 | $55,867,000 | +26128.6% | 694,603 | +17308.6% | 0.85% | +5971.4% |
| Q4 2017 | $213,000 | – | 3,990 | – | 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% |