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 | $90,300 | -11.6% | 1,334 | -14.4% | 0.02% | -16.7% |
| Q2 2023 | $102,204 | 0.0% | 1,558 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $102,204 | +0.0% | 1,558 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $102,203 | +3.2% | 1,558 | +0.1% | 0.02% | -3.8% |
| Q3 2022 | $99,000 | -3.9% | 1,556 | +0.1% | 0.03% | 0.0% |
| Q2 2022 | $103,000 | -12.7% | 1,555 | +0.1% | 0.03% | -3.7% |
| Q1 2022 | $118,000 | -9.9% | 1,553 | -4.9% | 0.03% | -12.9% |
| Q4 2021 | $131,000 | +4.8% | 1,633 | -0.1% | 0.03% | -6.1% |
| Q3 2021 | $125,000 | -2.3% | 1,635 | +0.3% | 0.03% | -2.9% |
| Q2 2021 | $128,000 | +5.8% | 1,630 | +0.2% | 0.03% | -2.9% |
| Q1 2021 | $121,000 | +9.0% | 1,627 | +0.1% | 0.04% | 0.0% |
| Q4 2020 | $111,000 | +27.6% | 1,625 | +4.0% | 0.04% | +105.9% |
| Q3 2020 | $87,000 | -47.6% | 1,563 | -50.6% | 0.02% | -73.0% |
| Q2 2020 | $166,000 | +13.7% | 3,161 | -9.0% | 0.06% | -11.3% |
| Q1 2020 | $146,000 | -21.9% | 3,473 | +11.9% | 0.07% | -6.6% |
| Q4 2019 | $187,000 | +27.2% | 3,105 | +19.4% | 0.08% | +52.0% |
| Q3 2019 | $147,000 | -0.7% | 2,600 | +0.3% | 0.05% | -15.3% |
| Q2 2019 | $148,000 | +2.8% | 2,592 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $144,000 | +5.9% | 2,592 | -8.4% | 0.06% | -10.4% |
| Q4 2018 | $136,000 | – | 2,830 | – | 0.07% | – |
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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% |