SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,008,838 | +25.6% | 133,109 | +31.9% | 3.11% | +24.2% |
| Q2 2023 | $7,170,430 | +24.5% | 100,949 | +18.9% | 2.51% | +15.8% |
| Q1 2023 | $5,760,212 | -0.3% | 84,896 | -3.6% | 2.16% | -5.9% |
| Q4 2022 | $5,776,649 | +9.8% | 88,045 | +1.3% | 2.30% | +2.3% |
| Q3 2022 | $5,260,000 | -21.1% | 86,891 | -17.0% | 2.25% | -13.2% |
| Q2 2022 | $6,664,000 | -16.2% | 104,697 | -0.1% | 2.59% | -3.5% |
| Q1 2022 | $7,950,000 | +0.3% | 104,793 | +6.4% | 2.68% | -0.1% |
| Q4 2021 | $7,923,000 | +10.3% | 98,508 | +5.1% | 2.69% | +4.2% |
| Q3 2021 | $7,182,000 | +2.3% | 93,690 | +3.5% | 2.58% | -0.1% |
| Q2 2021 | $7,020,000 | -9.8% | 90,522 | -9.8% | 2.58% | -16.8% |
| Q1 2021 | $7,781,000 | +12.8% | 100,342 | -0.9% | 3.10% | -1.1% |
| Q4 2020 | $6,901,000 | +28.2% | 101,215 | +11.3% | 3.14% | +20.6% |
| Q3 2020 | $5,384,000 | -14.3% | 90,952 | -23.0% | 2.60% | -19.3% |
| Q2 2020 | $6,284,000 | +80.5% | 118,078 | +35.8% | 3.22% | +31.4% |
| Q1 2020 | $3,481,000 | -70.2% | 86,930 | -55.1% | 2.45% | -55.2% |
| Q4 2019 | $11,700,000 | +3.7% | 193,615 | -4.0% | 5.47% | -2.0% |
| Q3 2019 | $11,283,000 | -5.5% | 201,768 | -5.2% | 5.58% | -32.0% |
| Q2 2019 | $11,940,000 | -3.8% | 212,726 | -5.1% | 8.20% | +0.6% |
| Q1 2019 | $12,415,000 | +50.1% | 224,137 | +29.9% | 8.16% | +1.9% |
| Q4 2018 | $8,270,000 | – | 172,534 | – | 8.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |