SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,534,356 | -4.4% | 52,221 | +0.3% | 0.74% | -0.4% |
| Q2 2023 | $3,696,834 | +6.0% | 52,046 | +1.2% | 0.74% | +0.4% |
| Q1 2023 | $3,487,804 | +104200.4% | 51,404 | +0.8% | 0.74% | +0.8% |
| Q4 2022 | $3,344 | -99.9% | 50,981 | -1.6% | 0.73% | -1.9% |
| Q3 2022 | $3,137,000 | -1.2% | 51,828 | +2.4% | 0.74% | +6.6% |
| Q2 2022 | $3,174,000 | -15.8% | 50,607 | +1.9% | 0.70% | -3.5% |
| Q1 2022 | $3,768,000 | -3.0% | 49,671 | +2.8% | 0.72% | -1.0% |
| Q4 2021 | $3,884,000 | +8.4% | 48,299 | +3.3% | 0.73% | -3.2% |
| Q3 2021 | $3,583,000 | +3.6% | 46,745 | +5.8% | 0.75% | +5.0% |
| Q2 2021 | $3,458,000 | +8.5% | 44,186 | +3.2% | 0.72% | +1.6% |
| Q1 2021 | $3,187,000 | +11.4% | 42,822 | +2.0% | 0.71% | +1.6% |
| Q4 2020 | $2,862,000 | +21.3% | 41,979 | -1.3% | 0.70% | +7.4% |
| Q3 2020 | $2,360,000 | +4.7% | 42,542 | -0.8% | 0.65% | -3.4% |
| Q2 2020 | $2,255,000 | +24.2% | 42,870 | -0.4% | 0.67% | +8.1% |
| Q1 2020 | $1,815,000 | -23.9% | 43,052 | +8.5% | 0.62% | -5.6% |
| Q4 2019 | $2,386,000 | +9.3% | 39,681 | +2.8% | 0.66% | +1.1% |
| Q3 2019 | $2,182,000 | +1.9% | 38,608 | +2.9% | 0.65% | -0.8% |
| Q2 2019 | $2,142,000 | +9.2% | 37,533 | +5.9% | 0.66% | -40.2% |
| Q1 2019 | $1,962,000 | +21.3% | 35,429 | +5.0% | 1.10% | +6.8% |
| Q4 2018 | $1,617,000 | -15.4% | 33,738 | +2.0% | 1.02% | -2.5% |
| Q3 2018 | $1,912,000 | +19.5% | 33,068 | +13.4% | 1.05% | +11.1% |
| Q2 2018 | $1,600,000 | +15.1% | 29,155 | +10.9% | 0.95% | +13.7% |
| Q1 2018 | $1,390,000 | +14.9% | 26,301 | +15.8% | 0.83% | +13.5% |
| Q4 2017 | $1,210,000 | +22.6% | 22,721 | +15.2% | 0.73% | +10.9% |
| Q3 2017 | $987,000 | +6.0% | 19,716 | +2.0% | 0.66% | +0.3% |
| Q2 2017 | $931,000 | +6.4% | 19,334 | +4.5% | 0.66% | +2.8% |
| Q1 2017 | $875,000 | +10.5% | 18,495 | +5.3% | 0.64% | +1.7% |
| Q4 2016 | $792,000 | +44.3% | 17,563 | +39.0% | 0.63% | +37.9% |
| Q3 2016 | $549,000 | +8.3% | 12,633 | +4.6% | 0.46% | +2.2% |
| Q2 2016 | $507,000 | +6.5% | 12,076 | +2.9% | 0.45% | +1.6% |
| Q1 2016 | $476,000 | -24.4% | 11,739 | -25.4% | 0.44% | -19.9% |
| Q4 2015 | $630,000 | +2.9% | 15,740 | +0.0% | 0.55% | -3.7% |
| Q3 2015 | $612,000 | -9.3% | 15,738 | -0.7% | 0.57% | +1.1% |
| Q2 2015 | $675,000 | +36.9% | 15,842 | +38.4% | 0.56% | +31.2% |
| Q1 2015 | $493,000 | +19.1% | 11,448 | +12.3% | 0.43% | +7.5% |
| Q4 2014 | $414,000 | – | 10,196 | – | 0.40% | – |
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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% |