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 2023 | $8,429,454 | -3.2% | 124,549 | +1.6% | 3.07% | -1.0% |
| Q2 2023 | $8,704,293 | +4.6% | 122,544 | -0.0% | 3.10% | +0.2% |
| Q1 2023 | $8,318,580 | +3.6% | 122,603 | +0.2% | 3.09% | -2.0% |
| Q4 2022 | $8,026,468 | +8.1% | 122,336 | -0.3% | 3.16% | +2.0% |
| Q3 2022 | $7,425,000 | -6.0% | 122,671 | -2.6% | 3.10% | +1.9% |
| Q2 2022 | $7,903,000 | -16.6% | 125,981 | +0.8% | 3.04% | -4.3% |
| Q1 2022 | $9,479,000 | -6.1% | 124,953 | -0.5% | 3.18% | -2.9% |
| Q4 2021 | $10,097,000 | +2.4% | 125,539 | -2.4% | 3.27% | -2.2% |
| Q3 2021 | $9,861,000 | -1.1% | 128,633 | +1.0% | 3.34% | -1.3% |
| Q2 2021 | $9,968,000 | +3.2% | 127,351 | -1.8% | 3.39% | -3.2% |
| Q1 2021 | $9,655,000 | +2.3% | 129,721 | -6.3% | 3.50% | -1.5% |
| Q4 2020 | $9,437,000 | +25.1% | 138,416 | +1.8% | 3.55% | +9.1% |
| Q3 2020 | $7,544,000 | +5.8% | 135,969 | +0.3% | 3.26% | -2.7% |
| Q2 2020 | $7,132,000 | +24.0% | 135,530 | -0.6% | 3.35% | +14.0% |
| Q1 2020 | $5,750,000 | -61.2% | 136,391 | -44.6% | 2.94% | -7.0% |
| Q4 2019 | $14,806,000 | +6.5% | 246,154 | +0.1% | 3.16% | +2.2% |
| Q3 2019 | $13,908,000 | +101.7% | 245,974 | +103.6% | 3.09% | -0.2% |
| Q2 2019 | $6,895,000 | -46.3% | 120,783 | -47.9% | 3.10% | +4.9% |
| Q1 2019 | $12,832,000 | +3663.0% | 231,682 | +3154.0% | 2.95% | +1656.0% |
| Q4 2018 | $341,000 | – | 7,120 | – | 0.17% | – |
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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% |