SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $203,000 | +1.5% | 2,597 | -21.9% | 0.06% | -42.3% |
| Q4 2019 | $200,000 | -9.1% | 3,324 | -14.4% | 0.11% | -14.0% |
| Q3 2019 | $220,000 | -3.1% | 3,883 | -2.2% | 0.13% | -5.1% |
| Q2 2019 | $227,000 | +11.8% | 3,972 | +8.4% | 0.14% | +8.8% |
| Q1 2019 | $203,000 | -9.4% | 3,665 | -5.4% | 0.12% | -15.5% |
| Q3 2018 | $224,000 | +4.2% | 3,875 | -0.8% | 0.15% | -3.9% |
| Q2 2018 | $215,000 | -3.6% | 3,905 | -7.4% | 0.15% | -7.2% |
| Q1 2018 | $223,000 | -0.9% | 4,216 | 0.0% | 0.17% | -5.1% |
| Q4 2017 | $225,000 | +6.1% | 4,216 | +0.0% | 0.18% | -0.6% |
| Q3 2017 | $212,000 | +1.9% | 4,215 | -2.7% | 0.18% | -13.7% |
| Q2 2017 | $208,000 | -5.0% | 4,331 | -6.6% | 0.20% | -8.5% |
| Q1 2017 | $219,000 | -8.4% | 4,637 | -12.3% | 0.22% | -17.4% |
| Q4 2016 | $239,000 | – | 5,290 | – | 0.27% | – |
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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% |