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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $537 | -99.9% | 8,191 | -1.2% | 0.05% | -1.9% |
| Q3 2022 | $502,000 | -2.9% | 8,287 | +0.6% | 0.05% | +1.9% |
| Q2 2022 | $517,000 | -16.7% | 8,236 | +0.7% | 0.05% | +3.9% |
| Q1 2022 | $621,000 | -5.2% | 8,180 | +0.5% | 0.05% | 0.0% |
| Q4 2021 | $655,000 | +9.5% | 8,141 | +4.3% | 0.05% | -53.6% |
| Q3 2021 | $598,000 | +5.3% | 7,804 | +7.4% | 0.11% | +48.6% |
| Q2 2021 | $568,000 | +37.5% | 7,263 | +30.9% | 0.07% | +17.5% |
| Q1 2021 | $413,000 | -83.6% | 5,549 | -85.0% | 0.06% | -82.9% |
| Q4 2020 | $2,514,000 | +22.3% | 36,871 | -0.5% | 0.37% | +8.5% |
| Q3 2020 | $2,055,000 | -3.2% | 37,044 | -8.2% | 0.34% | -12.6% |
| Q2 2020 | $2,124,000 | +17.5% | 40,355 | -5.9% | 0.39% | -6.3% |
| Q1 2020 | $1,807,000 | -67.2% | 42,865 | -53.2% | 0.42% | -55.1% |
| Q4 2019 | $5,515,000 | +10.8% | 91,681 | +4.2% | 0.92% | +8.7% |
| Q3 2019 | $4,976,000 | +150.3% | 88,011 | +152.8% | 0.85% | +95.2% |
| Q2 2019 | $1,988,000 | +44.7% | 34,816 | +40.3% | 0.44% | +29.0% |
| Q1 2019 | $1,374,000 | +25.9% | 24,812 | +8.9% | 0.34% | +5.3% |
| Q4 2018 | $1,091,000 | +51.1% | 22,775 | +82.3% | 0.32% | +81.4% |
| Q3 2018 | $722,000 | +92.0% | 12,493 | +82.3% | 0.18% | +77.0% |
| Q2 2018 | $376,000 | -5.5% | 6,852 | -9.1% | 0.10% | -18.7% |
| Q1 2018 | $398,000 | – | 7,541 | – | 0.12% | – |
Download | ||||||
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% |