SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,878,111 | +9.1% | 57,301 | +14.5% | 0.18% | +11.9% |
| Q2 2023 | $3,554,843 | +125.1% | 50,047 | +115.0% | 0.16% | +133.8% |
| Q1 2023 | $1,579,235 | -10.5% | 23,275 | -13.4% | 0.07% | -19.0% |
| Q4 2022 | $1,763,737 | +78.9% | 26,882 | +65.0% | 0.08% | +50.0% |
| Q3 2022 | $986,000 | -16.3% | 16,288 | -13.3% | 0.06% | -21.1% |
| Q2 2022 | $1,178,000 | +0.9% | 18,783 | +22.0% | 0.07% | 0.0% |
| Q1 2022 | $1,168,000 | +17.9% | 15,398 | +25.0% | 0.07% | +20.3% |
| Q4 2021 | $991,000 | +89.5% | 12,319 | +80.7% | 0.06% | +73.5% |
| Q3 2021 | $523,000 | -44.3% | 6,819 | -43.2% | 0.03% | -46.0% |
| Q2 2021 | $939,000 | +25.5% | 12,002 | +19.4% | 0.06% | +16.7% |
| Q1 2021 | $748,000 | +14.5% | 10,054 | +5.0% | 0.05% | -6.9% |
| Q4 2020 | $653,000 | +15.0% | 9,572 | -6.5% | 0.06% | -6.5% |
| Q3 2020 | $568,000 | +1.4% | 10,233 | -3.8% | 0.06% | -11.4% |
| Q2 2020 | $560,000 | +27.6% | 10,634 | +2.2% | 0.07% | +9.4% |
| Q1 2020 | $439,000 | -38.8% | 10,401 | -12.8% | 0.06% | -29.7% |
| Q4 2019 | $717,000 | +25.8% | 11,925 | +18.3% | 0.09% | +9.6% |
| Q3 2019 | $570,000 | -1.7% | 10,077 | -0.8% | 0.08% | -9.8% |
| Q2 2019 | $580,000 | +11.8% | 10,158 | +8.3% | 0.09% | +3.4% |
| Q1 2019 | $519,000 | +38.4% | 9,378 | +19.7% | 0.09% | +21.9% |
| Q4 2018 | $375,000 | -15.2% | 7,833 | +2.5% | 0.07% | -9.9% |
| Q3 2018 | $442,000 | +766.7% | 7,645 | +727.4% | 0.08% | +710.0% |
| Q2 2018 | $51,000 | +4.1% | 924 | +0.2% | 0.01% | -9.1% |
| Q1 2018 | $49,000 | – | 922 | – | 0.01% | – |
Download | ||||||
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% |