SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $24,198 | +3.8% | 357 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $23,316 | +11.0% | 355 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 354 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -18.5% | 352 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $27,000 | -3.6% | 350 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $28,000 | +3.7% | 349 | +0.3% | 0.00% | -33.3% |
| Q3 2021 | $27,000 | 0.0% | 348 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +3.8% | 347 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | +8.3% | 346 | +0.3% | 0.00% | -25.0% |
| Q4 2020 | $24,000 | +26.3% | 345 | +0.3% | 0.00% | +33.3% |
| Q3 2020 | $19,000 | +5.6% | 344 | +0.3% | 0.00% | -25.0% |
| Q2 2020 | $18,000 | +28.6% | 343 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -30.0% | 342 | +0.6% | 0.00% | -33.3% |
| Q4 2019 | $20,000 | +5.3% | 340 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $19,000 | -69.4% | 340 | -68.5% | 0.01% | -72.0% |
| Q2 2019 | $62,000 | -3.1% | 1,080 | -6.1% | 0.02% | -16.7% |
| Q1 2019 | $64,000 | +16.4% | 1,150 | -0.6% | 0.03% | +7.1% |
| Q4 2018 | $55,000 | – | 1,157 | – | 0.03% | – |
Download | ||||||
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% |