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 | $22,230,225 | -16.5% | 338,720 | -10.3% | 0.49% | -9.0% |
| Q2 2023 | $26,631,044 | -1.2% | 377,478 | -4.9% | 0.54% | +2.3% |
| Q1 2023 | $26,944,045 | -11.0% | 397,112 | -11.7% | 0.52% | -14.5% |
| Q4 2022 | $30,268,688 | +2.1% | 449,891 | -6.7% | 0.61% | -10.5% |
| Q3 2022 | $29,645,000 | -14.0% | 482,040 | -9.8% | 0.68% | -10.2% |
| Q2 2022 | $34,456,000 | -29.0% | 534,453 | -18.5% | 0.76% | -19.6% |
| Q1 2022 | $48,503,000 | -35.3% | 656,072 | -31.1% | 0.95% | -26.5% |
| Q4 2021 | $74,967,000 | -10.0% | 952,443 | -10.3% | 1.29% | -13.9% |
| Q3 2021 | $83,264,000 | -52.4% | 1,061,770 | -53.0% | 1.50% | -52.2% |
| Q2 2021 | $175,095,000 | – | 2,257,828 | – | 3.14% | – |
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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% |