SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,349,128 | -6.6% | 34,709 | -2.0% | 0.42% | -1.6% |
| Q2 2023 | $2,515,054 | +5.2% | 35,408 | +0.5% | 0.43% | -1.8% |
| Q1 2023 | $2,390,826 | +2.1% | 35,237 | -1.2% | 0.44% | -3.5% |
| Q4 2022 | $2,341,014 | +8.6% | 35,681 | +0.2% | 0.45% | -2.8% |
| Q3 2022 | $2,155,000 | -6.0% | 35,596 | -2.6% | 0.46% | +9.7% |
| Q2 2022 | $2,293,000 | -21.0% | 36,548 | -4.5% | 0.42% | -8.8% |
| Q1 2022 | $2,904,000 | -6.0% | 38,278 | -0.3% | 0.46% | -3.1% |
| Q4 2021 | $3,089,000 | +2.4% | 38,402 | -2.4% | 0.48% | -7.4% |
| Q3 2021 | $3,016,000 | -3.8% | 39,341 | -1.7% | 0.52% | -5.7% |
| Q2 2021 | $3,134,000 | +4.9% | 40,041 | -0.3% | 0.55% | -2.3% |
| Q1 2021 | $2,989,000 | +3.5% | 40,157 | -5.2% | 0.56% | -10.1% |
| Q4 2020 | $2,889,000 | +20.9% | 42,373 | -1.6% | 0.62% | +0.2% |
| Q3 2020 | $2,389,000 | +3.3% | 43,068 | -2.0% | 0.62% | -11.3% |
| Q2 2020 | $2,313,000 | +22.1% | 43,955 | -2.2% | 0.70% | -7.3% |
| Q1 2020 | $1,895,000 | -43.6% | 44,944 | -19.5% | 0.76% | -33.3% |
| Q4 2019 | $3,357,000 | +13.1% | 55,812 | +6.4% | 1.14% | +1.2% |
| Q3 2019 | $2,967,000 | +6.8% | 52,474 | +7.8% | 1.12% | +3.4% |
| Q2 2019 | $2,779,000 | +12.7% | 48,680 | +9.4% | 1.08% | +5.0% |
| Q1 2019 | $2,465,000 | +12.3% | 44,495 | -2.9% | 1.03% | +5.7% |
| Q4 2018 | $2,195,000 | -19.9% | 45,804 | -3.3% | 0.98% | -3.4% |
| Q3 2018 | $2,740,000 | +4.7% | 47,372 | -0.7% | 1.01% | -0.8% |
| Q2 2018 | $2,618,000 | +3.2% | 47,690 | -0.5% | 1.02% | -4.8% |
| Q1 2018 | $2,536,000 | +3.2% | 47,950 | +4.0% | 1.07% | +4.6% |
| Q4 2017 | $2,457,000 | +7.8% | 46,126 | +1.4% | 1.02% | -0.9% |
| Q3 2017 | $2,280,000 | +6.4% | 45,494 | +2.3% | 1.03% | +3.4% |
| Q2 2017 | $2,143,000 | +12.4% | 44,490 | +10.4% | 1.00% | +7.8% |
| Q1 2017 | $1,907,000 | +31.4% | 40,301 | +25.4% | 0.92% | +26.0% |
| Q4 2016 | $1,451,000 | +32.9% | 32,140 | +28.1% | 0.73% | +21.5% |
| Q3 2016 | $1,092,000 | +48.0% | 25,090 | +42.9% | 0.60% | +42.5% |
| Q2 2016 | $738,000 | +71.2% | 17,563 | +65.4% | 0.42% | +64.3% |
| Q1 2016 | $431,000 | – | 10,621 | – | 0.26% | – |
Download | ||||||
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% |