SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,118,683 | -7.7% | 16,529 | -3.1% | 0.26% | -8.9% |
| Q2 2023 | $1,211,843 | +14.8% | 17,061 | +9.6% | 0.29% | +6.2% |
| Q1 2023 | $1,055,814 | +95.4% | 15,561 | +89.0% | 0.27% | +80.3% |
| Q4 2022 | $540,298 | +68.8% | 8,235 | +55.7% | 0.15% | +39.4% |
| Q3 2022 | $320,000 | -35.0% | 5,290 | -32.6% | 0.11% | -34.3% |
| Q2 2022 | $492,000 | +119.6% | 7,844 | +166.1% | 0.17% | +121.3% |
| Q1 2022 | $224,000 | -5.5% | 2,948 | 0.0% | 0.08% | -1.3% |
| Q4 2021 | $237,000 | +4.9% | 2,948 | 0.0% | 0.08% | -3.8% |
| Q3 2021 | $226,000 | -2.2% | 2,948 | 0.0% | 0.08% | -2.5% |
| Q2 2021 | $231,000 | -1.7% | 2,948 | -6.5% | 0.08% | -3.6% |
| Q1 2021 | $235,000 | +9.3% | 3,152 | 0.0% | 0.08% | +2.4% |
| Q4 2020 | $215,000 | – | 3,152 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |