SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,819 | +91.9% | 11,182 | +101.4% | 0.02% | +92.3% |
| Q2 2023 | $394,348 | -1.2% | 5,551 | -5.6% | 0.01% | 0.0% |
| Q1 2023 | $399,192 | -25.8% | 5,883 | -28.2% | 0.01% | -43.5% |
| Q4 2022 | $537,679 | +8.8% | 8,195 | +0.5% | 0.02% | 0.0% |
| Q3 2022 | $494,000 | -3.3% | 8,156 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $511,000 | -18.1% | 8,142 | +0.4% | 0.02% | -8.0% |
| Q1 2022 | $624,000 | -10.3% | 8,107 | -6.3% | 0.02% | -3.8% |
| Q4 2021 | $696,000 | +5.3% | 8,653 | +0.3% | 0.03% | -3.7% |
| Q3 2021 | $661,000 | -1.8% | 8,625 | +0.3% | 0.03% | -6.9% |
| Q2 2021 | $673,000 | +7.0% | 8,601 | +1.8% | 0.03% | -3.3% |
| Q1 2021 | $629,000 | -2.6% | 8,451 | -10.8% | 0.03% | -14.3% |
| Q4 2020 | $646,000 | +23.3% | 9,475 | +0.4% | 0.04% | +9.4% |
| Q3 2020 | $524,000 | -12.7% | 9,437 | -17.2% | 0.03% | -17.9% |
| Q2 2020 | $600,000 | +25.3% | 11,403 | +0.3% | 0.04% | 0.0% |
| Q1 2020 | $479,000 | -33.0% | 11,367 | -4.3% | 0.04% | -27.8% |
| Q4 2019 | $715,000 | +7.0% | 11,880 | +0.6% | 0.05% | -5.3% |
| Q3 2019 | $668,000 | +63.3% | 11,810 | +64.6% | 0.06% | +42.5% |
| Q2 2019 | $409,000 | +851.2% | 7,173 | +826.7% | 0.04% | +700.0% |
| Q1 2019 | $43,000 | +48.3% | 774 | +24.6% | 0.01% | +25.0% |
| Q4 2018 | $29,000 | -23.7% | 621 | -6.3% | 0.00% | -20.0% |
| Q3 2018 | $38,000 | +35.7% | 663 | +26.3% | 0.01% | +25.0% |
| Q2 2018 | $28,000 | +180.0% | 525 | +183.8% | 0.00% | +100.0% |
| Q1 2018 | $10,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 185 | +0.5% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | -43.8% | 184 | -44.9% | 0.00% | -33.3% |
| Q2 2017 | $16,000 | – | 334 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 806,133 | $47,102,000 | 29.62% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 237,075 | $13,404,000 | 13.32% |
| Legacy Wealth Management, Inc | 1,405,278 | $79,454,000 | 13.01% |
| FINANCIAL CONSULATE, INC | 517,407 | $29,254,000 | 12.74% |
| MANCHESTER FINANCIAL INC | 485,250 | $27,436,000 | 12.03% |
| MONEYWISE, INC. | 226,068 | $12,782,000 | 10.32% |
| Pinkerton Retirement Specialists, LLC | 486,600 | $27,512,000 | 9.42% |
| SVA Wealth Management, LLC | 1,648,453 | $93,204,000 | 9.14% |
| Omega Financial Group, LLC | 219,566 | $12,414,000 | 8.70% |
| HHM Wealth Advisors, LLC | 264,829 | $14,973,000 | 8.52% |