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 | $16,861,895 | +10.7% | 249,141 | +16.2% | 0.80% | +0.9% |
| Q2 2023 | $15,230,961 | +73.3% | 214,430 | +65.6% | 0.79% | +53.7% |
| Q1 2023 | $8,787,046 | +231.3% | 129,507 | +220.4% | 0.51% | +184.0% |
| Q4 2022 | $2,651,940 | +257.9% | 40,420 | +230.3% | 0.18% | +223.2% |
| Q3 2022 | $741,000 | +31.9% | 12,238 | +36.7% | 0.06% | +30.2% |
| Q2 2022 | $562,000 | +10.4% | 8,952 | +33.3% | 0.04% | +22.9% |
| Q1 2022 | $509,000 | -4.7% | 6,716 | +1.1% | 0.04% | -7.9% |
| Q4 2021 | $534,000 | +1.7% | 6,641 | -3.0% | 0.04% | -5.0% |
| Q3 2021 | $525,000 | +2.9% | 6,846 | +5.0% | 0.04% | 0.0% |
| Q2 2021 | $510,000 | +2.8% | 6,518 | -2.3% | 0.04% | -13.0% |
| Q1 2021 | $496,000 | +90.8% | 6,670 | +74.9% | 0.05% | +91.7% |
| Q4 2020 | $260,000 | +4.8% | 3,814 | -7.4% | 0.02% | -29.4% |
| Q4 2019 | $248,000 | -3.1% | 4,117 | -9.1% | 0.03% | -15.0% |
| Q3 2019 | $256,000 | -1.9% | 4,530 | -1.1% | 0.04% | -4.8% |
| Q2 2019 | $261,000 | -21.4% | 4,580 | -23.7% | 0.04% | -33.3% |
| Q1 2019 | $332,000 | +44.3% | 6,001 | +37.2% | 0.06% | +28.6% |
| Q4 2018 | $230,000 | -35.9% | 4,373 | -29.5% | 0.05% | -33.8% |
| Q3 2018 | $359,000 | -47.2% | 6,203 | -49.9% | 0.07% | -51.9% |
| Q2 2018 | $680,000 | +31.3% | 12,383 | +26.5% | 0.15% | +15.8% |
| Q1 2018 | $518,000 | +130.2% | 9,789 | +85.3% | 0.13% | +1.5% |
| Q2 2015 | $225,000 | – | 5,284 | – | 0.13% | – |
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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% |