Caprock Group, LLC - SCHWAB STRATEGIC TR ownership

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
Caprock Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$306,620
-4.4%
4,530
+0.4%
0.02%
-4.2%
Q2 2023$320,665
-43.9%
4,514
-46.4%
0.02%
-45.5%
Q1 2023$571,456
+3.5%
8,422
+0.1%
0.04%
-13.7%
Q4 2022$552,253
+15.3%
8,417
+19.8%
0.05%
-7.3%
Q4 2020$479,0007,0230.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
MONEYWISE, INC. 271,083$17,785,78113.30%
Pillar Wealth Advisors, LLC 143,842$9,437,4439.10%
Newton One Investments LLC 212,657$13,952,4169.00%
Mokosak Advisory Group, LLC 289,102$18,997,0788.50%
Legacy Wealth Management, Inc 1,344,050$88,183,1258.43%
BLB&B Advisors, LLC 1,494,983$98,085,8337.60%
HHM Wealth Advisors, LLC 505,595$33,172,1027.58%
Sightline Wealth Advisors, LLC 106,868$7,011,5857.56%
Harbor Group, Inc. 176,614$11,587,6227.46%
Northeast Financial Group, Inc. 136,181$8,934,8447.08%
View complete list of SCHWAB STRATEGIC TR shareholders