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 | $948 | -4.7% | 14 | 0.0% | 0.00% | – |
| Q2 2023 | $995 | +4.7% | 14 | 0.0% | 0.00% | – |
| Q1 2023 | $950 | +3.4% | 14 | 0.0% | 0.00% | – |
| Q4 2022 | $919 | -8.1% | 14 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -94.1% | 14 | -93.5% | 0.00% | -100.0% |
| Q4 2021 | $17,000 | +6.2% | 214 | +3.4% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 207 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | +7.1% | 207 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +27.3% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | -65.6% | 207 | -72.5% | 0.00% | -75.0% |
| Q1 2020 | $32,000 | -28.9% | 754 | +0.9% | 0.01% | -11.1% |
| Q4 2019 | $45,000 | -13.5% | 747 | -18.9% | 0.01% | -18.2% |
| Q3 2019 | $52,000 | +372.7% | 921 | +360.5% | 0.01% | +450.0% |
| Q2 2019 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | -99.5% | 200 | -99.5% | 0.00% | -99.8% |
| Q3 2018 | $2,284,000 | +76033.3% | 39,482 | +69166.7% | 1.02% | +102400.0% |
| Q2 2018 | $3,000 | -97.2% | 57 | -97.7% | 0.00% | -93.8% |
| Q3 2016 | $109,000 | – | 2,516 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 806,133 | $47,102,000 | 29.62% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 237,075 | $13,404,000 | 13.32% |
| Legacy Wealth Management, Inc | 1,405,278 | $79,454,000 | 13.01% |
| FINANCIAL CONSULATE, INC | 517,407 | $29,254,000 | 12.74% |
| MANCHESTER FINANCIAL INC | 485,250 | $27,436,000 | 12.03% |
| MONEYWISE, INC. | 226,068 | $12,782,000 | 10.32% |
| Pinkerton Retirement Specialists, LLC | 486,600 | $27,512,000 | 9.42% |
| SVA Wealth Management, LLC | 1,648,453 | $93,204,000 | 9.14% |
| Omega Financial Group, LLC | 219,566 | $12,414,000 | 8.70% |
| HHM Wealth Advisors, LLC | 264,829 | $14,973,000 | 8.52% |