SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $104,123 | -48.7% | 1,587 | -37.2% | 0.00% | -42.9% |
Q4 2021 | $203,000 | +4.6% | 2,527 | 0.0% | 0.01% | -12.5% |
Q3 2021 | $194,000 | -41.0% | 2,527 | -42.8% | 0.01% | -42.9% |
Q1 2021 | $329,000 | -3.8% | 4,416 | -12.1% | 0.01% | -6.7% |
Q4 2020 | $342,000 | +21.7% | 5,023 | -0.8% | 0.02% | +7.1% |
Q3 2020 | $281,000 | +5.2% | 5,066 | 0.0% | 0.01% | -6.7% |
Q2 2020 | $267,000 | +22.5% | 5,066 | -2.1% | 0.02% | 0.0% |
Q1 2020 | $218,000 | -48.5% | 5,173 | -26.4% | 0.02% | -37.5% |
Q4 2019 | $423,000 | -82.2% | 7,031 | -83.3% | 0.02% | -83.1% |
Q3 2019 | $2,375,000 | -1.0% | 42,000 | 0.0% | 0.14% | -1.4% |
Q2 2019 | $2,398,000 | +3.1% | 42,000 | 0.0% | 0.14% | -11.1% |
Q1 2019 | $2,326,000 | +15.5% | 42,000 | 0.0% | 0.16% | +0.6% |
Q4 2018 | $2,013,000 | +436.8% | 42,000 | +497.4% | 0.16% | +436.7% |
Q4 2017 | $375,000 | +6.5% | 7,031 | 0.0% | 0.03% | +3.4% |
Q3 2017 | $352,000 | +3.8% | 7,031 | 0.0% | 0.03% | -6.5% |
Q2 2017 | $339,000 | +1.8% | 7,031 | 0.0% | 0.03% | -6.1% |
Q1 2017 | $333,000 | – | 7,031 | – | 0.03% | – |
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% |