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 2022 | $28,000 | -3.4% | 459 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $29,000 | -17.1% | 459 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $35,000 | -5.4% | 459 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $37,000 | +5.7% | 459 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $35,000 | -2.8% | 459 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $36,000 | +5.9% | 459 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $34,000 | +9.7% | 459 | 0.0% | 0.02% | +11.1% |
| Q4 2020 | $31,000 | +24.0% | 459 | 0.0% | 0.02% | +20.0% |
| Q3 2020 | $25,000 | +4.2% | 459 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $24,000 | +26.3% | 459 | 0.0% | 0.02% | +14.3% |
| Q1 2020 | $19,000 | -56.8% | 459 | -36.8% | 0.01% | -50.0% |
| Q4 2019 | $44,000 | +7.3% | 726 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $41,000 | 0.0% | 726 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $41,000 | +2.5% | 726 | 0.0% | 0.03% | -3.4% |
| Q1 2019 | $40,000 | +14.3% | 726 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $35,000 | -16.7% | 726 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $42,000 | +5.0% | 726 | 0.0% | 0.03% | -3.3% |
| Q2 2018 | $40,000 | +5.3% | 726 | 0.0% | 0.03% | +15.4% |
| Q1 2018 | $38,000 | -2.6% | 726 | 0.0% | 0.03% | +4.0% |
| Q4 2017 | $39,000 | +8.3% | 726 | 0.0% | 0.02% | +4.2% |
| Q3 2017 | $36,000 | – | 726 | – | 0.02% | – |
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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% |