SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,184,000 | +13.7% | 14,707 | +8.3% | 0.07% | -2.9% |
| Q3 2021 | $1,041,000 | +254.1% | 13,582 | +258.7% | 0.07% | +600.0% |
| Q1 2021 | $294,000 | +16.2% | 3,786 | +2.2% | 0.01% | -9.1% |
| Q4 2020 | $253,000 | +8.1% | 3,706 | -12.3% | 0.01% | -8.3% |
| Q3 2020 | $234,000 | +8.3% | 4,226 | +3.2% | 0.01% | 0.0% |
| Q2 2020 | $216,000 | +20.0% | 4,096 | -4.2% | 0.01% | -7.7% |
| Q1 2020 | $180,000 | +8.4% | 4,276 | +55.1% | 0.01% | 0.0% |
| Q4 2019 | $166,000 | -32.2% | 2,757 | -36.3% | 0.01% | -35.0% |
| Q3 2019 | $245,000 | -93.1% | 4,327 | -93.2% | 0.02% | -94.9% |
| Q1 2019 | $3,530,000 | +15.9% | 63,729 | +0.3% | 0.39% | -8.6% |
| Q4 2018 | $3,046,000 | – | 63,545 | – | 0.43% | – |
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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% |