SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,185 | -4.7% | 5,248 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $372,766 | +4.7% | 5,248 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $356,000 | +3.4% | 5,248 | 0.0% | 0.05% | -6.0% |
| Q4 2022 | $344,321 | +8.3% | 5,248 | 0.0% | 0.05% | +6.4% |
| Q3 2022 | $318,000 | -3.3% | 5,248 | 0.0% | 0.05% | -11.3% |
| Q2 2022 | $329,000 | -17.3% | 5,248 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $398,000 | -5.7% | 5,248 | 0.0% | 0.05% | -7.0% |
| Q4 2021 | $422,000 | +5.0% | 5,248 | 0.0% | 0.06% | +1.8% |
| Q3 2021 | $402,000 | -2.2% | 5,248 | 0.0% | 0.06% | -13.8% |
| Q2 2021 | $411,000 | -0.2% | 5,248 | -5.3% | 0.06% | -1.5% |
| Q1 2021 | $412,000 | +9.6% | 5,541 | +0.4% | 0.07% | +1.5% |
| Q4 2020 | $376,000 | +22.9% | 5,521 | +0.0% | 0.06% | +10.2% |
| Q3 2020 | $306,000 | +28.6% | 5,519 | +22.2% | 0.06% | +18.0% |
| Q2 2020 | $238,000 | -34.3% | 4,517 | -24.9% | 0.05% | -39.8% |
| Q4 2019 | $362,000 | +6.5% | 6,015 | +0.1% | 0.08% | +2.5% |
| Q3 2019 | $340,000 | -0.9% | 6,011 | +0.0% | 0.08% | -3.6% |
| Q2 2019 | $343,000 | +3.0% | 6,008 | 0.0% | 0.08% | +1.2% |
| Q1 2019 | $333,000 | +15.6% | 6,008 | 0.0% | 0.08% | +1.2% |
| Q4 2018 | $288,000 | +24.7% | 6,008 | +50.2% | 0.08% | +43.9% |
| Q3 2018 | $231,000 | -16.3% | 4,000 | -20.6% | 0.06% | -24.0% |
| Q2 2018 | $276,000 | +3.8% | 5,037 | +0.2% | 0.08% | -1.3% |
| Q1 2018 | $266,000 | -95.8% | 5,026 | -95.8% | 0.08% | -95.9% |
| Q4 2017 | $6,359,000 | +5.8% | 119,372 | -0.5% | 1.84% | -2.2% |
| Q3 2017 | $6,009,000 | +3.9% | 119,912 | -0.2% | 1.88% | +1.4% |
| Q2 2017 | $5,786,000 | +0.4% | 120,151 | -1.3% | 1.86% | -7.3% |
| Q1 2017 | $5,761,000 | +0.8% | 121,718 | -3.8% | 2.00% | -15.7% |
| Q4 2016 | $5,715,000 | +2.5% | 126,576 | -1.2% | 2.37% | +8.9% |
| Q3 2016 | $5,576,000 | +0.5% | 128,136 | -3.0% | 2.18% | -2.8% |
| Q2 2016 | $5,548,000 | +2.2% | 132,065 | -1.3% | 2.24% | -2.5% |
| Q1 2016 | $5,430,000 | +2.6% | 133,779 | +1.3% | 2.30% | +0.5% |
| Q4 2015 | $5,290,000 | +1.2% | 132,012 | -1.7% | 2.29% | -9.1% |
| Q3 2015 | $5,228,000 | -1.9% | 134,332 | +7.5% | 2.52% | +10.6% |
| Q2 2015 | $5,329,000 | +3.7% | 124,970 | +4.9% | 2.27% | -1.8% |
| Q1 2015 | $5,141,000 | +8.1% | 119,136 | +1.9% | 2.32% | +3.5% |
| Q4 2014 | $4,756,000 | +17.4% | 116,902 | +11.7% | 2.24% | +9.1% |
| Q3 2014 | $4,050,000 | +3.5% | 104,651 | +7.6% | 2.05% | -2.2% |
| Q2 2014 | $3,914,000 | +95.8% | 97,260 | +87.9% | 2.10% | +72.7% |
| Q1 2014 | $1,999,000 | +8.8% | 51,768 | +6.8% | 1.21% | -6.3% |
| Q4 2013 | $1,837,000 | – | 48,467 | – | 1.30% | – |
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% |