SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $369,000 | -19.4% | 4,585 | -23.3% | 0.07% | -51.6% |
| Q3 2021 | $458,000 | -10.4% | 5,978 | -8.5% | 0.15% | -8.4% |
| Q2 2021 | $511,000 | +9.4% | 6,534 | +4.1% | 0.17% | -1.8% |
| Q1 2021 | $467,000 | +8.6% | 6,274 | -0.4% | 0.17% | +1.2% |
| Q4 2020 | $430,000 | +28.0% | 6,302 | +4.0% | 0.17% | +9.8% |
| Q3 2020 | $336,000 | +18.7% | 6,060 | +12.8% | 0.15% | +8.5% |
| Q2 2020 | $283,000 | +25.2% | 5,373 | +0.2% | 0.14% | +7.6% |
| Q1 2020 | $226,000 | -29.8% | 5,363 | +0.3% | 0.13% | +56.0% |
| Q4 2019 | $322,000 | +3.2% | 5,348 | -3.1% | 0.08% | -48.8% |
| Q3 2019 | $312,000 | +25.8% | 5,517 | +27.1% | 0.16% | +84.3% |
| Q2 2019 | $248,000 | – | 4,342 | – | 0.09% | – |
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% |