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 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% | – |
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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% |