SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $299,000 | -34.7% | 4,774 | -20.9% | 0.09% | -26.2% |
Q1 2022 | $458,000 | -14.2% | 6,037 | -8.9% | 0.12% | -13.5% |
Q4 2021 | $534,000 | -16.0% | 6,629 | -20.1% | 0.14% | -19.9% |
Q3 2021 | $636,000 | -17.4% | 8,297 | -15.6% | 0.18% | -14.6% |
Q2 2021 | $770,000 | -33.5% | 9,832 | -36.8% | 0.21% | -35.4% |
Q1 2021 | $1,158,000 | -15.0% | 15,560 | -22.0% | 0.32% | -20.6% |
Q4 2020 | $1,362,000 | +23.0% | 19,959 | 0.0% | 0.40% | +5.8% |
Q3 2020 | $1,107,000 | +2.6% | 19,959 | -2.7% | 0.38% | -0.5% |
Q2 2020 | $1,079,000 | +21.5% | 20,504 | -2.7% | 0.38% | -13.2% |
Q1 2020 | $888,000 | -30.4% | 21,068 | +0.4% | 0.44% | -1.6% |
Q4 2019 | $1,275,000 | +7.6% | 20,988 | +0.2% | 0.45% | +4.4% |
Q3 2019 | $1,185,000 | +98.8% | 20,954 | +100.8% | 0.43% | +109.8% |
Q2 2019 | $596,000 | +158.0% | 10,435 | +150.7% | 0.20% | +183.3% |
Q1 2019 | $231,000 | – | 4,162 | – | 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% |