SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,618,801 | -3.5% | 38,694 | +1.3% | 0.02% | 0.0% |
Q2 2023 | $2,713,160 | +4.3% | 38,197 | -0.4% | 0.02% | 0.0% |
Q1 2023 | $2,602,498 | +2.7% | 38,357 | -0.7% | 0.02% | 0.0% |
Q4 2022 | $2,534,131 | +18.5% | 38,624 | +9.4% | 0.02% | -46.5% |
Q3 2022 | $2,138,000 | -11.8% | 35,313 | -8.6% | 0.04% | +10.3% |
Q2 2022 | $2,423,000 | -18.1% | 38,618 | -1.0% | 0.04% | -7.1% |
Q1 2022 | $2,958,000 | +4.9% | 38,993 | +11.2% | 0.04% | +5.0% |
Q4 2021 | $2,820,000 | -3.7% | 35,062 | -8.2% | 0.04% | -14.9% |
Q3 2021 | $2,927,000 | -4.7% | 38,176 | -2.7% | 0.05% | -4.1% |
Q2 2021 | $3,071,000 | +38.6% | 39,237 | +31.8% | 0.05% | +11.4% |
Q1 2021 | $2,215,000 | -18.8% | 29,763 | -25.6% | 0.04% | -18.5% |
Q4 2020 | $2,729,000 | +411.0% | 40,028 | +316.0% | 0.05% | +22.7% |
Q3 2020 | $534,000 | +2.3% | 9,623 | -2.9% | 0.04% | -8.3% |
Q2 2020 | $522,000 | -24.5% | 9,914 | -39.5% | 0.05% | -43.5% |
Q1 2020 | $691,000 | -19.6% | 16,381 | +14.8% | 0.08% | -1.2% |
Q4 2019 | $859,000 | +7.2% | 14,271 | +1.1% | 0.09% | -11.3% |
Q3 2019 | $801,000 | +0.3% | 14,115 | +0.9% | 0.10% | -5.8% |
Q2 2019 | $799,000 | +6.0% | 13,990 | +2.4% | 0.10% | -2.8% |
Q1 2019 | $754,000 | +17.6% | 13,659 | +2.0% | 0.11% | +1.0% |
Q4 2018 | $641,000 | +61.9% | 13,386 | +95.3% | 0.10% | +84.2% |
Q3 2018 | $396,000 | +12.8% | 6,854 | +7.1% | 0.06% | -8.1% |
Q2 2018 | $351,000 | +34.5% | 6,397 | +29.6% | 0.06% | +26.5% |
Q1 2018 | $261,000 | -6.8% | 4,936 | -6.3% | 0.05% | -3.9% |
Q4 2017 | $280,000 | -84.0% | 5,270 | -85.5% | 0.05% | -88.1% |
Q2 2017 | $1,755,000 | +2.2% | 36,416 | +0.4% | 0.43% | -9.3% |
Q1 2017 | $1,717,000 | +729.5% | 36,284 | +609.6% | 0.47% | +426.7% |
Q1 2016 | $207,000 | – | 5,113 | – | 0.09% | – |
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% |