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 2022 | $3,026,000 | -9.9% | 49,998 | -6.6% | 0.32% | -10.0% |
| Q2 2022 | $3,359,000 | -18.3% | 53,547 | -1.2% | 0.36% | -13.7% |
| Q1 2022 | $4,112,000 | -15.9% | 54,209 | -10.8% | 0.42% | -6.7% |
| Q4 2021 | $4,887,000 | +8.6% | 60,764 | +3.5% | 0.45% | +9.6% |
| Q3 2021 | $4,499,000 | +4.2% | 58,694 | +6.4% | 0.41% | +10.6% |
| Q2 2021 | $4,316,000 | +10.2% | 55,144 | +4.8% | 0.37% | +2.2% |
| Q1 2021 | $3,915,000 | +8.2% | 52,600 | -0.9% | 0.36% | +0.6% |
| Q4 2020 | $3,617,000 | +22.2% | 53,058 | -0.6% | 0.36% | +9.1% |
| Q3 2020 | $2,960,000 | -6.9% | 53,356 | -11.7% | 0.33% | -25.6% |
| Q2 2020 | $3,181,000 | +102.2% | 60,452 | +62.0% | 0.44% | +61.9% |
| Q1 2020 | $1,573,000 | -33.8% | 37,315 | -5.6% | 0.27% | -38.5% |
| Q4 2019 | $2,377,000 | +13.0% | 39,524 | +6.3% | 0.44% | +1.6% |
| Q3 2019 | $2,103,000 | +3.7% | 37,189 | +4.7% | 0.44% | +1.9% |
| Q2 2019 | $2,027,000 | +5.9% | 35,504 | +2.7% | 0.43% | +7.2% |
| Q1 2019 | $1,914,000 | +33.7% | 34,555 | +15.7% | 0.40% | +21.6% |
| Q4 2018 | $1,432,000 | -30.5% | 29,871 | -16.1% | 0.33% | -28.0% |
| Q3 2018 | $2,059,000 | +10.1% | 35,604 | +4.5% | 0.46% | +1.8% |
| Q2 2018 | $1,870,000 | +1.2% | 34,059 | -2.6% | 0.45% | +5.2% |
| Q1 2018 | $1,848,000 | +13.1% | 34,952 | +13.9% | 0.43% | +15.7% |
| Q4 2017 | $1,634,000 | +13.2% | 30,679 | +6.6% | 0.37% | +5.4% |
| Q3 2017 | $1,443,000 | – | 28,789 | – | 0.35% | – |
Download | ||||||
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% |