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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $722,145 | -4.7% | 10,670 | 0.0% | 0.03% | -5.9% |
| Q2 2023 | $757,890 | -3.0% | 10,670 | -7.4% | 0.03% | -10.5% |
| Q1 2023 | $781,632 | +0.2% | 11,520 | -3.2% | 0.04% | -9.5% |
| Q4 2022 | $780,430 | +7.2% | 11,895 | -1.2% | 0.04% | -2.3% |
| Q3 2022 | $728,000 | -5.2% | 12,038 | -1.7% | 0.04% | -6.5% |
| Q2 2022 | $768,000 | -18.1% | 12,250 | -1.0% | 0.05% | -8.0% |
| Q1 2022 | $938,000 | -20.6% | 12,373 | -15.8% | 0.05% | -43.8% |
| Q4 2021 | $1,181,000 | +4.0% | 14,689 | -0.9% | 0.09% | -5.3% |
| Q3 2021 | $1,136,000 | -4.9% | 14,824 | -3.0% | 0.09% | -11.3% |
| Q2 2021 | $1,195,000 | +3.7% | 15,280 | -1.3% | 0.11% | -16.5% |
| Q1 2021 | $1,152,000 | -6.6% | 15,489 | -14.4% | 0.13% | -14.2% |
| Q4 2020 | $1,233,000 | +66.2% | 18,089 | +35.2% | 0.15% | +46.5% |
| Q3 2020 | $742,000 | -4.6% | 13,382 | -9.5% | 0.10% | -9.8% |
| Q2 2020 | $778,000 | -4.9% | 14,788 | -23.8% | 0.11% | -19.4% |
| Q1 2020 | $818,000 | -39.3% | 19,403 | -13.4% | 0.14% | -32.9% |
| Q4 2019 | $1,347,000 | -65.4% | 22,398 | -67.5% | 0.21% | -68.1% |
| Q3 2019 | $3,896,000 | +9.0% | 68,902 | +10.1% | 0.65% | +6.7% |
| Q2 2019 | $3,573,000 | +7.3% | 62,592 | +4.1% | 0.61% | +2.7% |
| Q1 2019 | $3,329,000 | +6.8% | 60,098 | -7.6% | 0.59% | -6.5% |
| Q4 2018 | $3,117,000 | -16.7% | 65,026 | +0.5% | 0.63% | -6.5% |
| Q3 2018 | $3,743,000 | +5.1% | 64,710 | -0.3% | 0.68% | +0.3% |
| Q2 2018 | $3,562,000 | +5.1% | 64,886 | +1.2% | 0.68% | +1.4% |
| Q1 2018 | $3,390,000 | -0.8% | 64,105 | -0.1% | 0.67% | -2.8% |
| Q4 2017 | $3,418,000 | -2.8% | 64,173 | -8.6% | 0.68% | -6.4% |
| Q3 2017 | $3,518,000 | +3.1% | 70,199 | -0.9% | 0.73% | -26.9% |
| Q2 2017 | $3,412,000 | -4.3% | 70,843 | -5.9% | 1.00% | -9.6% |
| Q1 2017 | $3,564,000 | +4.4% | 75,302 | -0.4% | 1.11% | +2.2% |
| Q4 2016 | $3,414,000 | +3.0% | 75,613 | -0.8% | 1.08% | +0.3% |
| Q3 2016 | $3,316,000 | +15.1% | 76,189 | +11.1% | 1.08% | +7.7% |
| Q2 2016 | $2,881,000 | +7.7% | 68,578 | +4.1% | 1.00% | +847.2% |
| Q1 2016 | $2,674,000 | +5.4% | 65,883 | +4.1% | 0.11% | -87.7% |
| Q4 2015 | $2,536,000 | +2.8% | 63,282 | -0.2% | 0.86% | -4.0% |
| Q3 2015 | $2,468,000 | -7.8% | 63,410 | +1.0% | 0.90% | +16.9% |
| Q2 2015 | $2,676,000 | +3.4% | 62,764 | +4.6% | 0.77% | -1.4% |
| Q1 2015 | $2,589,000 | +9.8% | 60,001 | +3.6% | 0.78% | -12.1% |
| Q4 2014 | $2,357,000 | +15.5% | 57,937 | +9.9% | 0.88% | +21.1% |
| Q3 2014 | $2,041,000 | -3.5% | 52,734 | +0.4% | 0.73% | -14.3% |
| Q2 2014 | $2,114,000 | +4.9% | 52,530 | +0.7% | 0.85% | +11.6% |
| Q1 2014 | $2,015,000 | – | 52,188 | – | 0.76% | – |
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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% |