SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,416,000 | -8.4% | 31,514 | -6.5% | 0.34% | -8.0% |
| Q2 2021 | $2,637,000 | -0.2% | 33,688 | -5.1% | 0.37% | -7.4% |
| Q1 2021 | $2,642,000 | +4.8% | 35,490 | -4.1% | 0.40% | -1.2% |
| Q4 2020 | $2,522,000 | +22.2% | 36,997 | -0.5% | 0.41% | +8.5% |
| Q3 2020 | $2,064,000 | +7.4% | 37,195 | +1.9% | 0.38% | -2.1% |
| Q2 2020 | $1,922,000 | +25.3% | 36,517 | +0.4% | 0.38% | +3.2% |
| Q1 2020 | $1,534,000 | -34.4% | 36,388 | -6.3% | 0.37% | -12.3% |
| Q4 2019 | $2,337,000 | +7.5% | 38,853 | +1.0% | 0.42% | -0.7% |
| Q3 2019 | $2,174,000 | -4.2% | 38,450 | -3.3% | 0.43% | -6.4% |
| Q2 2019 | $2,270,000 | +4.5% | 39,757 | +1.4% | 0.46% | +1.3% |
| Q1 2019 | $2,172,000 | +18.2% | 39,209 | +2.3% | 0.45% | +5.9% |
| Q4 2018 | $1,837,000 | -3.4% | 38,319 | +16.6% | 0.42% | +9.5% |
| Q3 2018 | $1,901,000 | +5.8% | 32,861 | +0.4% | 0.39% | +5.7% |
| Q2 2018 | $1,796,000 | +6.9% | 32,718 | +3.0% | 0.37% | +2.5% |
| Q1 2018 | $1,680,000 | -0.4% | 31,761 | +0.3% | 0.36% | +1.7% |
| Q4 2017 | $1,687,000 | +6.8% | 31,660 | +0.5% | 0.35% | +1.1% |
| Q3 2017 | $1,579,000 | +6.3% | 31,507 | +2.2% | 0.35% | +3.6% |
| Q2 2017 | $1,485,000 | +11.3% | 30,828 | +9.4% | 0.34% | +5.0% |
| Q1 2017 | $1,334,000 | +50.2% | 28,188 | +43.3% | 0.32% | +34.5% |
| Q4 2016 | $888,000 | +70.1% | 19,676 | +64.0% | 0.24% | +67.6% |
| Q3 2016 | $522,000 | +146.2% | 11,995 | +137.6% | 0.14% | +140.7% |
| Q2 2016 | $212,000 | – | 5,049 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |