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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17,906,995 | +5.0% | 252,105 | +0.3% | 1.79% | +1.9% |
| Q1 2023 | $17,056,836 | +4.0% | 251,390 | +0.5% | 1.76% | -1.2% |
| Q4 2022 | $16,405,466 | +14.5% | 250,045 | +5.6% | 1.78% | +3.7% |
| Q3 2022 | $14,327,000 | -1.5% | 236,685 | +2.1% | 1.71% | +2.9% |
| Q2 2022 | $14,538,000 | -16.5% | 231,751 | +1.0% | 1.66% | -10.6% |
| Q1 2022 | $17,412,000 | -5.4% | 229,531 | +0.3% | 1.86% | -3.1% |
| Q4 2021 | $18,408,000 | +7.3% | 228,873 | +2.3% | 1.92% | -1.2% |
| Q3 2021 | $17,158,000 | +0.2% | 223,817 | +2.3% | 1.94% | -4.3% |
| Q2 2021 | $17,128,000 | +10.0% | 218,826 | +4.6% | 2.03% | +1.7% |
| Q1 2021 | $15,566,000 | +6.4% | 209,138 | -2.5% | 2.00% | -2.9% |
| Q4 2020 | $14,629,000 | +22.4% | 214,567 | -0.4% | 2.06% | +8.8% |
| Q3 2020 | $11,956,000 | -11.2% | 215,500 | -15.8% | 1.89% | -18.0% |
| Q2 2020 | $13,471,000 | +37.9% | 256,003 | +10.5% | 2.31% | +15.4% |
| Q1 2020 | $9,766,000 | -18.0% | 231,630 | +17.0% | 2.00% | -5.7% |
| Q4 2019 | $11,909,000 | +7.0% | 197,988 | +0.6% | 2.12% | -3.6% |
| Q3 2019 | $11,133,000 | -0.9% | 196,905 | +0.1% | 2.20% | -0.9% |
| Q2 2019 | $11,232,000 | +4.3% | 196,743 | +1.2% | 2.22% | +0.9% |
| Q1 2019 | $10,769,000 | +0.5% | 194,421 | -13.1% | 2.20% | -12.2% |
| Q4 2018 | $10,718,000 | -13.0% | 223,626 | +5.0% | 2.51% | -5.5% |
| Q3 2018 | $12,324,000 | -0.9% | 213,065 | -6.0% | 2.65% | -4.6% |
| Q2 2018 | $12,437,000 | -14.6% | 226,581 | -17.7% | 2.78% | -30.2% |
| Q1 2018 | $14,560,000 | +6.0% | 275,344 | +6.8% | 3.98% | +21.7% |
| Q4 2017 | $13,737,000 | +12.6% | 257,871 | +5.9% | 3.27% | +7.2% |
| Q3 2017 | $12,205,000 | +6.3% | 243,565 | +2.1% | 3.05% | -6.4% |
| Q2 2017 | $11,486,000 | +10.2% | 238,502 | +8.3% | 3.26% | +5.4% |
| Q1 2017 | $10,420,000 | +424.9% | 220,154 | +400.9% | 3.10% | +368.4% |
| Q4 2016 | $1,985,000 | -7.5% | 43,956 | -10.8% | 0.66% | -10.9% |
| Q3 2016 | $2,145,000 | -74.0% | 49,279 | -75.4% | 0.74% | -63.9% |
| Q2 2016 | $8,237,000 | +57.0% | 200,452 | +55.1% | 2.06% | -34.7% |
| Q1 2016 | $5,245,000 | – | 129,223 | – | 3.15% | – |
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% |