SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,205,000 | +4.7% | 15,399 | -0.4% | 0.56% | +518.7% |
| Q1 2021 | $1,151,000 | +7.2% | 15,459 | -1.8% | 0.09% | -42.8% |
| Q4 2020 | $1,074,000 | +20.4% | 15,747 | -2.1% | 0.16% | +17.8% |
| Q3 2020 | $892,000 | +4.6% | 16,080 | -0.8% | 0.14% | -42.8% |
| Q2 2020 | $853,000 | -41.8% | 16,209 | -53.4% | 0.24% | -40.6% |
| Q1 2020 | $1,466,000 | +33.4% | 34,768 | +90.4% | 0.40% | +7.3% |
| Q4 2019 | $1,099,000 | +3.1% | 18,264 | -3.1% | 0.37% | -12.1% |
| Q3 2019 | $1,066,000 | -2.3% | 18,846 | -1.4% | 0.42% | +6.0% |
| Q2 2019 | $1,091,000 | – | 19,105 | – | 0.40% | – |
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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% |