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 2020 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $6,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -99.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,288,000 | -0.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,328,000 | +6.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,012,000 | +4.1% | 100 | 0.0% | 0.00% | +100.0% |
| Q2 2017 | $4,816,000 | +1.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,734,000 | – | 100 | – | 0.00% | – |
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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% |