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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,351,488 | +1.2% | 167,723 | +6.2% | 1.30% | +8.6% |
| Q2 2023 | $11,217,058 | -10.3% | 157,920 | -14.3% | 1.20% | -1.6% |
| Q1 2023 | $12,502,292 | +17.3% | 184,264 | +13.4% | 1.22% | +18.4% |
| Q4 2022 | $10,661,303 | +11.7% | 162,495 | +3.0% | 1.03% | -9.6% |
| Q3 2022 | $9,547,000 | +0.5% | 157,723 | +4.2% | 1.14% | +20.8% |
| Q2 2022 | $9,499,000 | -99.9% | 151,427 | +2.4% | 0.94% | +2.5% |
| Q1 2022 | $11,215,643,000 | +1.7% | 147,847 | +7.8% | 0.92% | +3.5% |
| Q4 2021 | $11,026,292,000 | +12.1% | 137,092 | +6.8% | 0.89% | +4.1% |
| Q3 2021 | $9,836,269,000 | +140017.8% | 128,310 | +43.1% | 0.86% | -3.2% |
| Q2 2021 | $7,020,000 | -17.7% | 89,686 | -21.7% | 0.88% | -2.2% |
| Q1 2021 | $8,525,000 | +10.4% | 114,543 | +1.2% | 0.90% | -7.7% |
| Q4 2020 | $7,719,000 | +19.3% | 113,214 | +4.3% | 0.98% | +12.5% |
| Q3 2020 | $6,468,000 | +56.5% | 108,548 | +38.2% | 0.87% | +29.7% |
| Q2 2020 | $4,134,000 | +59.9% | 78,567 | +28.1% | 0.67% | +23.4% |
| Q1 2020 | $2,585,000 | +34.4% | 61,309 | +91.4% | 0.54% | +64.0% |
| Q4 2019 | $1,923,000 | +98.5% | 32,039 | +86.9% | 0.33% | -50.8% |
| Q3 2019 | $969,000 | -1.0% | 17,141 | -0.0% | 0.67% | +69.1% |
| Q2 2019 | $979,000 | -7.4% | 17,145 | -10.2% | 0.40% | +40.6% |
| Q1 2019 | $1,057,000 | -4.7% | 19,092 | -17.5% | 0.28% | +3.7% |
| Q4 2018 | $1,109,000 | -37.2% | 23,137 | -24.2% | 0.27% | +8.8% |
| Q3 2018 | $1,765,000 | +164.2% | 30,509 | +150.8% | 0.25% | +23.0% |
| Q2 2018 | $668,000 | +2.9% | 12,165 | -0.9% | 0.20% | +1.0% |
| Q1 2018 | $649,000 | -32.0% | 12,275 | -31.6% | 0.20% | -15.5% |
| Q4 2017 | $955,000 | +50.2% | 17,936 | +41.2% | 0.24% | +14.4% |
| Q3 2017 | $636,000 | +30.1% | 12,700 | +25.1% | 0.21% | +17.4% |
| Q2 2017 | $489,000 | +31.8% | 10,152 | +29.7% | 0.18% | +22.8% |
| Q1 2017 | $371,000 | +25.8% | 7,828 | +19.9% | 0.14% | -0.7% |
| Q4 2016 | $295,000 | -17.8% | 6,529 | -20.8% | 0.15% | -18.0% |
| Q3 2016 | $359,000 | +52.8% | 8,241 | +47.2% | 0.18% | +39.1% |
| Q2 2016 | $235,000 | +13.5% | 5,600 | +9.8% | 0.13% | -4.5% |
| Q1 2016 | $207,000 | -99.9% | 5,101 | -49.3% | 0.13% | -1.5% |
| Q2 2015 | $214,903,000 | +55430.5% | 10,070 | +12.4% | 0.14% | -45.8% |
| Q1 2015 | $387,000 | – | 8,961 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |