SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,703,404 | -3.2% | 84,270 | +1.6% | 0.79% | -1.9% |
| Q2 2023 | $5,893,161 | +8.6% | 82,967 | +3.7% | 0.80% | +7.1% |
| Q1 2023 | $5,426,858 | +0.5% | 79,983 | -2.8% | 0.75% | -4.7% |
| Q4 2022 | $5,399,431 | +6.9% | 82,296 | -1.4% | 0.78% | -1.5% |
| Q3 2022 | $5,053,000 | -8.0% | 83,473 | -4.6% | 0.80% | -3.7% |
| Q2 2022 | $5,490,000 | -27.3% | 87,516 | -12.1% | 0.83% | -19.4% |
| Q1 2022 | $7,555,000 | -7.8% | 99,587 | -2.3% | 1.03% | -6.3% |
| Q4 2021 | $8,196,000 | +11.1% | 101,900 | +5.9% | 1.10% | -0.1% |
| Q3 2021 | $7,378,000 | +4.5% | 96,242 | +6.7% | 1.10% | +2.7% |
| Q2 2021 | $7,058,000 | +16.5% | 90,175 | +10.8% | 1.07% | +4.4% |
| Q1 2021 | $6,060,000 | +29.3% | 81,418 | +18.4% | 1.02% | +12.0% |
| Q4 2020 | $4,687,000 | +46.4% | 68,746 | +19.2% | 0.91% | +18.0% |
| Q3 2020 | $3,201,000 | +48.1% | 57,694 | +40.4% | 0.77% | +8.1% |
| Q2 2020 | $2,162,000 | +38.9% | 41,086 | +19.0% | 0.72% | +30.2% |
| Q1 2020 | $1,556,000 | -13.6% | 34,526 | +15.9% | 0.55% | +3.0% |
| Q4 2019 | $1,800,000 | +20.2% | 29,780 | +12.5% | 0.53% | +0.8% |
| Q3 2019 | $1,497,000 | -1.3% | 26,477 | +1.5% | 0.53% | -8.9% |
| Q2 2019 | $1,517,000 | +12.8% | 26,076 | +7.4% | 0.58% | +6.4% |
| Q1 2019 | $1,345,000 | +30.8% | 24,279 | +13.2% | 0.55% | +9.0% |
| Q4 2018 | $1,028,000 | -34.4% | 21,441 | -20.9% | 0.50% | +13.6% |
| Q3 2018 | $1,568,000 | +15.0% | 27,114 | +9.1% | 0.44% | +5.0% |
| Q2 2018 | $1,364,000 | +34.9% | 24,853 | +30.0% | 0.42% | +19.9% |
| Q1 2018 | $1,011,000 | +26.2% | 19,112 | +27.1% | 0.35% | +22.3% |
| Q4 2017 | $801,000 | +18.5% | 15,035 | +11.5% | 0.29% | +7.1% |
| Q3 2017 | $676,000 | +17.2% | 13,489 | +12.6% | 0.27% | +8.9% |
| Q2 2017 | $577,000 | +51.0% | 11,979 | +48.5% | 0.25% | +43.0% |
| Q1 2017 | $382,000 | +3720.0% | 8,064 | +3260.0% | 0.17% | +3340.0% |
| Q4 2015 | $10,000 | – | 240 | – | 0.01% | – |
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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% |