SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,821 | -11.2% | 1,534 | -6.8% | 0.00% | 0.0% |
| Q2 2023 | $116,915 | +4.9% | 1,646 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $111,436 | +39.7% | 1,642 | +35.0% | 0.00% | +50.0% |
| Q4 2022 | $79,782 | +45.1% | 1,216 | +33.3% | 0.00% | +100.0% |
| Q3 2022 | $55,000 | -3.5% | 912 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $57,000 | -43.0% | 908 | -31.2% | 0.00% | -50.0% |
| Q1 2022 | $100,000 | -3.8% | 1,319 | +1.9% | 0.00% | -33.3% |
| Q4 2021 | $104,000 | +35.1% | 1,295 | +28.7% | 0.00% | +50.0% |
| Q3 2021 | $77,000 | +11.6% | 1,006 | +13.7% | 0.00% | 0.0% |
| Q2 2021 | $69,000 | +27.8% | 885 | +22.4% | 0.00% | 0.0% |
| Q1 2021 | $54,000 | +54.3% | 723 | +39.0% | 0.00% | 0.0% |
| Q4 2020 | $35,000 | +34.6% | 520 | +9.5% | 0.00% | +100.0% |
| Q3 2020 | $26,000 | +62.5% | 475 | +55.7% | 0.00% | 0.0% |
| Q2 2020 | $16,000 | +166.7% | 305 | +106.1% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -57.1% | 148 | -37.8% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | – | 238 | – | 0.00% | – |
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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% |