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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $234,359 | +10.0% | 3,572 | +1.7% | 0.00% | 0.0% |
| Q3 2022 | $213,000 | -7.4% | 3,511 | -4.2% | 0.00% | 0.0% |
| Q2 2022 | $230,000 | -32.2% | 3,664 | -18.1% | 0.00% | -50.0% |
| Q1 2022 | $339,000 | -17.9% | 4,475 | -12.8% | 0.00% | 0.0% |
| Q4 2021 | $413,000 | +57.0% | 5,133 | +49.4% | 0.00% | +100.0% |
| Q3 2021 | $263,000 | -12.6% | 3,436 | -10.8% | 0.00% | -50.0% |
| Q2 2021 | $301,000 | +19.0% | 3,852 | +13.1% | 0.00% | +100.0% |
| Q1 2021 | $253,000 | -15.1% | 3,405 | -22.1% | 0.00% | -50.0% |
| Q4 2020 | $298,000 | +26.8% | 4,370 | -29.4% | 0.00% | 0.0% |
| Q1 2020 | $235,000 | -28.4% | 6,189 | +13.6% | 0.00% | -33.3% |
| Q4 2019 | $328,000 | +55.5% | 5,449 | +45.7% | 0.00% | +50.0% |
| Q3 2019 | $211,000 | -2.8% | 3,740 | -1.6% | 0.00% | 0.0% |
| Q2 2019 | $217,000 | – | 3,800 | – | 0.00% | – |
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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% |