SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $6,000 | +100.0% | 73 | +69.8% | 0.00% | 0.0% |
Q3 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $3,000 | -72.7% | 43 | -73.6% | 0.00% | -66.7% |
Q4 2020 | $11,000 | +450.0% | 163 | +340.5% | 0.00% | +200.0% |
Q3 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $2,000 | -66.7% | 37 | -75.5% | 0.00% | -66.7% |
Q1 2020 | $6,000 | -100.0% | 151 | -100.0% | 0.00% | -100.0% |
Q4 2019 | $29,934,000 | +102.5% | 497,664 | +90.3% | 9.91% | +81.8% |
Q3 2019 | $14,785,000 | -63.0% | 261,503 | -62.7% | 5.45% | -63.2% |
Q2 2019 | $39,997,000 | -29.1% | 700,602 | -31.2% | 14.82% | -34.6% |
Q1 2019 | $56,389,000 | +1127680.0% | 1,018,037 | +997975.5% | 22.66% | +755200.0% |
Q4 2018 | $5,000 | -16.7% | 102 | 0.0% | 0.00% | +50.0% |
Q3 2018 | $6,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $6,000 | +20.0% | 102 | 0.0% | 0.00% | -33.3% |
Q1 2018 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | +50.0% |
Q4 2017 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $5,000 | +25.0% | 102 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $4,000 | -100.0% | 102 | -100.0% | 0.00% | -100.0% |
Q3 2016 | $44,728,000 | +5.3% | 1,026,113 | +1.5% | 23.20% | +3.8% |
Q2 2016 | $42,485,000 | +162.8% | 1,011,317 | +154.0% | 22.36% | +167.2% |
Q1 2016 | $16,164,000 | +14.5% | 398,225 | +13.0% | 8.37% | +15.6% |
Q4 2015 | $14,120,000 | -43.4% | 352,400 | -43.2% | 7.24% | -56.2% |
Q2 2014 | $24,968,000 | +4.9% | 620,493 | +0.7% | 16.55% | +1.2% |
Q1 2014 | $23,799,000 | – | 616,398 | – | 16.36% | – |
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% |