SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,073,947 | -11.3% | 15,868 | -6.9% | 0.11% | -10.0% |
| Q2 2023 | $1,210,707 | +0.8% | 17,045 | -3.8% | 0.12% | -4.0% |
| Q1 2023 | $1,201,624 | -7.7% | 17,710 | -10.8% | 0.12% | -15.5% |
| Q4 2022 | $1,302,162 | -14.3% | 19,847 | -20.9% | 0.15% | -26.4% |
| Q3 2022 | $1,520,000 | +34.3% | 25,105 | +39.2% | 0.20% | +32.2% |
| Q2 2022 | $1,132,000 | -13.7% | 18,038 | +4.3% | 0.15% | -4.4% |
| Q1 2022 | $1,312,000 | -5.7% | 17,292 | 0.0% | 0.16% | -4.2% |
| Q4 2021 | $1,391,000 | +11.5% | 17,292 | +6.3% | 0.17% | -4.6% |
| Q3 2021 | $1,247,000 | -2.0% | 16,262 | +0.0% | 0.17% | -5.9% |
| Q2 2021 | $1,273,000 | +4.8% | 16,260 | -0.4% | 0.18% | -6.1% |
| Q1 2021 | $1,215,000 | +8.9% | 16,321 | -0.3% | 0.20% | -4.8% |
| Q4 2020 | $1,116,000 | +22.9% | 16,374 | +0.0% | 0.21% | +4.5% |
| Q3 2020 | $908,000 | -4.7% | 16,372 | -9.6% | 0.20% | -6.2% |
| Q2 2020 | $953,000 | +101.9% | 18,105 | +61.7% | 0.21% | +167.1% |
| Q1 2020 | $472,000 | +80.2% | 11,200 | +156.5% | 0.08% | +146.9% |
| Q4 2019 | $262,000 | +1278.9% | 4,366 | +1147.4% | 0.03% | +966.7% |
| Q3 2019 | $19,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | -59.6% | 350 | -65.4% | 0.00% | -76.9% |
| Q4 2018 | $47,000 | – | 1,012 | – | 0.01% | – |
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% |