SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,707,847 | +19.8% | 75,781 | +7.7% | 0.20% | +1.0% |
| Q3 2023 | $4,763,837 | -6.7% | 70,388 | -2.1% | 0.20% | -10.1% |
| Q2 2023 | $5,104,819 | +2.3% | 71,868 | -2.3% | 0.22% | -6.1% |
| Q1 2023 | $4,992,389 | +2.7% | 73,580 | -0.7% | 0.23% | -8.0% |
| Q4 2022 | $4,861,889 | +9.6% | 74,103 | +1.1% | 0.25% | -2.7% |
| Q3 2022 | $4,437,000 | -5.4% | 73,310 | -2.0% | 0.26% | -11.3% |
| Q2 2022 | $4,691,000 | -6.9% | 74,787 | +12.6% | 0.29% | +26.0% |
| Q1 2022 | $5,039,000 | -4.1% | 66,431 | +1.7% | 0.23% | -11.2% |
| Q4 2021 | $5,256,000 | +10.8% | 65,344 | +5.6% | 0.26% | -29.0% |
| Q3 2021 | $4,744,000 | -4.2% | 61,888 | -2.2% | 0.37% | -9.0% |
| Q2 2021 | $4,952,000 | +3.2% | 63,269 | -1.8% | 0.40% | -15.7% |
| Q1 2021 | $4,797,000 | +8.2% | 64,449 | -0.9% | 0.48% | -10.0% |
| Q4 2020 | $4,432,000 | +10.0% | 65,004 | -10.5% | 0.53% | -9.9% |
| Q3 2020 | $4,029,000 | -1.0% | 72,614 | -6.1% | 0.59% | -7.5% |
| Q2 2020 | $4,071,000 | +42.7% | 77,357 | +14.3% | 0.64% | +32.5% |
| Q1 2020 | $2,853,000 | – | 67,669 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |