SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,523 | +1.7% | 318 | +6.7% | 0.00% | 0.0% |
| Q2 2023 | $21,167 | +4.0% | 298 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $20,355 | -66.1% | 300 | -67.2% | 0.00% | -50.0% |
| Q4 2022 | $59,967 | +9.0% | 914 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $55,000 | -54.5% | 914 | -53.0% | 0.00% | -50.0% |
| Q2 2022 | $121,000 | +101.7% | 1,943 | +145.3% | 0.00% | +33.3% |
| Q1 2022 | $60,000 | -41.2% | 792 | -37.8% | 0.00% | 0.0% |
| Q4 2021 | $102,000 | -23.3% | 1,274 | -26.8% | 0.00% | -25.0% |
| Q3 2021 | $133,000 | -1.5% | 1,740 | 0.0% | 0.00% | -42.9% |
| Q2 2021 | $135,000 | +4.7% | 1,740 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $129,000 | +18.3% | 1,740 | +8.4% | 0.01% | 0.0% |
| Q4 2020 | $109,000 | +75.8% | 1,605 | +43.3% | 0.01% | +40.0% |
| Q3 2020 | $62,000 | +5.1% | 1,120 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $59,000 | +25.5% | 1,120 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $47,000 | -23.0% | 1,120 | +9.8% | 0.00% | 0.0% |
| Q4 2019 | $61,000 | -4.7% | 1,020 | -10.4% | 0.00% | -20.0% |
| Q3 2019 | $64,000 | +10.3% | 1,138 | +11.6% | 0.01% | +25.0% |
| Q2 2019 | $58,000 | -17.1% | 1,020 | -19.7% | 0.00% | -33.3% |
| Q1 2019 | $70,000 | +34.6% | 1,271 | +16.5% | 0.01% | +20.0% |
| Q4 2018 | $52,000 | -16.1% | 1,091 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $62,000 | +195.2% | 1,091 | +190.9% | 0.01% | +150.0% |
| Q2 2018 | $21,000 | +162.5% | 375 | +87.5% | 0.00% | +100.0% |
| Q4 2014 | $8,000 | – | 200 | – | 0.00% | – |
Download | ||||||
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% |