SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,740,388 | -18.1% | 188,233 | -14.0% | 0.02% | -32.1% |
| Q2 2023 | $15,561,860 | -21.5% | 218,858 | -25.3% | 0.03% | -24.3% |
| Q1 2023 | $19,836,523 | +13.0% | 292,980 | +9.5% | 0.04% | +2.8% |
| Q4 2022 | $17,556,443 | +31.8% | 267,564 | +21.6% | 0.04% | +20.0% |
| Q3 2022 | $13,319,000 | -31.2% | 220,002 | -28.6% | 0.03% | -30.2% |
| Q2 2022 | $19,369,000 | -16.3% | 308,163 | -9.7% | 0.04% | -4.4% |
| Q1 2022 | $23,153,000 | -16.3% | 341,187 | -0.8% | 0.04% | -13.5% |
| Q4 2021 | $27,660,000 | +13.2% | 343,807 | +8.1% | 0.05% | +2.0% |
| Q3 2021 | $24,424,000 | +33.3% | 318,095 | +36.0% | 0.05% | +27.5% |
| Q2 2021 | $18,324,000 | +10.1% | 233,901 | +4.8% | 0.04% | 0.0% |
| Q1 2021 | $16,644,000 | -48.5% | 223,138 | -52.9% | 0.04% | -53.5% |
| Q4 2020 | $32,325,000 | +25.4% | 474,035 | +1.7% | 0.09% | +11.7% |
| Q3 2020 | $25,775,000 | +6.5% | 466,208 | +1.3% | 0.08% | -4.9% |
| Q2 2020 | $24,210,000 | +40.7% | 460,067 | -87.8% | 0.08% | +15.7% |
| Q1 2020 | $17,210,000 | – | 3,781,026 | – | 0.07% | – |
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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% |