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. | 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% |