SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $306,000 | -10.8% | 3,995 | -8.7% | 0.12% | -12.4% |
| Q2 2021 | $343,000 | -0.6% | 4,378 | -5.5% | 0.14% | -5.5% |
| Q1 2021 | $345,000 | +9.2% | 4,634 | 0.0% | 0.14% | +6.6% |
| Q4 2020 | $316,000 | -1.2% | 4,634 | -19.6% | 0.14% | -13.9% |
| Q3 2020 | $320,000 | +5.6% | 5,762 | +0.0% | 0.16% | -5.4% |
| Q2 2020 | $303,000 | +24.7% | 5,761 | 0.0% | 0.17% | 0.0% |
| Q1 2020 | $243,000 | -20.6% | 5,761 | +13.2% | 0.17% | 0.0% |
| Q4 2019 | $306,000 | +3.0% | 5,090 | -3.2% | 0.17% | -9.7% |
| Q3 2019 | $297,000 | +10.0% | 5,257 | +11.2% | 0.18% | +14.9% |
| Q2 2019 | $270,000 | +8.0% | 4,729 | +4.8% | 0.16% | +8.1% |
| Q1 2019 | $250,000 | +15.7% | 4,512 | 0.0% | 0.15% | 0.0% |
| Q4 2018 | $216,000 | – | 4,512 | – | 0.15% | – |
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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% |