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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $36,938,000 | +12.2% | 496,286 | +2.8% | 11.19% | +0.3% |
Q4 2020 | $32,914,000 | +5.1% | 482,760 | -14.5% | 11.16% | -6.3% |
Q3 2020 | $31,313,000 | +6.7% | 564,404 | +1.1% | 11.91% | -3.7% |
Q2 2020 | $29,351,000 | +72.7% | 558,486 | +37.5% | 12.37% | +19.5% |
Q1 2020 | $16,992,000 | -10.7% | 406,232 | +28.4% | 10.35% | +15.6% |
Q4 2019 | $19,033,000 | – | 316,434 | – | 8.96% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |