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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $606,630 | +2.5% | 9,246 | -5.5% | 0.35% | -3.6% |
| Q3 2022 | $592,000 | -10.2% | 9,779 | -7.0% | 0.37% | -9.6% |
| Q2 2022 | $659,000 | -18.3% | 10,512 | -1.1% | 0.40% | -8.4% |
| Q1 2022 | $807,000 | -27.1% | 10,632 | -22.7% | 0.44% | -28.0% |
| Q4 2021 | $1,107,000 | +1.8% | 13,759 | -3.0% | 0.61% | -5.2% |
| Q3 2021 | $1,087,000 | -10.7% | 14,183 | -8.8% | 0.65% | -12.2% |
| Q2 2021 | $1,217,000 | +3.0% | 15,549 | -2.0% | 0.74% | -5.0% |
| Q1 2021 | $1,181,000 | +6.2% | 15,870 | -2.7% | 0.78% | +2.0% |
| Q4 2020 | $1,112,000 | +21.1% | 16,310 | -1.4% | 0.76% | +1.6% |
| Q3 2020 | $918,000 | -51.3% | 16,543 | -53.8% | 0.75% | -51.9% |
| Q2 2020 | $1,884,000 | +4385.7% | 35,799 | +3479.9% | 1.56% | +3445.5% |
| Q1 2020 | $42,000 | – | 1,000 | – | 0.04% | – |
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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% |