SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,016,554 | -4.7% | 15,020 | 0.0% | 0.72% | +1.8% |
| Q2 2023 | $1,066,871 | +4.2% | 15,020 | -0.5% | 0.71% | -0.4% |
| Q1 2023 | $1,024,196 | +0.1% | 15,095 | -3.2% | 0.72% | -1.7% |
| Q4 2022 | $1,023,188 | +8.4% | 15,595 | 0.0% | 0.73% | -3.5% |
| Q3 2022 | $944,000 | -3.5% | 15,595 | 0.0% | 0.75% | +4.3% |
| Q2 2022 | $978,000 | -17.3% | 15,595 | 0.0% | 0.72% | +4.5% |
| Q1 2022 | $1,183,000 | -5.7% | 15,595 | 0.0% | 0.69% | +5.8% |
| Q4 2021 | $1,254,000 | +4.8% | 15,595 | 0.0% | 0.65% | -5.2% |
| Q3 2021 | $1,196,000 | -2.6% | 15,595 | -0.6% | 0.69% | -0.9% |
| Q2 2021 | $1,228,000 | +5.2% | 15,685 | 0.0% | 0.70% | -7.9% |
| Q1 2021 | $1,167,000 | +9.2% | 15,685 | 0.0% | 0.76% | -2.6% |
| Q4 2020 | $1,069,000 | +22.9% | 15,685 | 0.0% | 0.78% | -2.4% |
| Q3 2020 | $870,000 | +5.5% | 15,685 | 0.0% | 0.79% | -12.6% |
| Q2 2020 | $825,000 | +24.4% | 15,685 | -0.2% | 0.91% | +8.7% |
| Q1 2020 | $663,000 | -34.3% | 15,716 | -6.3% | 0.84% | -0.4% |
| Q4 2019 | $1,009,000 | +6.4% | 16,772 | 0.0% | 0.84% | -7.4% |
| Q3 2019 | $948,000 | -0.7% | 16,772 | +0.3% | 0.90% | -1.7% |
| Q2 2019 | $955,000 | +3.4% | 16,722 | +0.2% | 0.92% | -3.4% |
| Q1 2019 | $924,000 | +16.1% | 16,687 | +0.5% | 0.95% | -3.2% |
| Q4 2018 | $796,000 | – | 16,601 | – | 0.98% | – |
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% |