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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,306,781 | -4.5% | 122,736 | +0.2% | 1.02% | -1.7% |
Q2 2023 | $8,697,418 | +5.5% | 122,447 | +0.8% | 1.04% | +3.0% |
Q1 2023 | $8,242,359 | +2.0% | 121,479 | -1.4% | 1.01% | -4.5% |
Q4 2022 | $8,080,076 | +10.1% | 123,153 | +1.6% | 1.05% | +3.9% |
Q3 2022 | $7,337,000 | +1.3% | 121,206 | +5.0% | 1.01% | +2.3% |
Q2 2022 | $7,244,000 | -21.0% | 115,471 | -4.5% | 0.99% | -5.8% |
Q1 2022 | $9,169,000 | -2.2% | 120,863 | +3.7% | 1.05% | +1.6% |
Q4 2021 | $9,372,000 | +6.6% | 116,518 | +1.6% | 1.03% | +1.5% |
Q3 2021 | $8,790,000 | +0.4% | 114,658 | +2.5% | 1.02% | 0.0% |
Q2 2021 | $8,754,000 | +7.4% | 111,845 | +2.2% | 1.02% | 0.0% |
Q1 2021 | $8,149,000 | +0.9% | 109,482 | -7.6% | 1.02% | -4.9% |
Q4 2020 | $8,075,000 | +26.8% | 118,441 | +3.2% | 1.07% | +7.1% |
Q3 2020 | $6,370,000 | +7.0% | 114,818 | +1.4% | 1.00% | +0.5% |
Q2 2020 | $5,955,000 | +4.4% | 113,178 | -16.3% | 1.00% | -19.0% |
Q1 2020 | $5,704,000 | -24.8% | 135,296 | +7.3% | 1.23% | -2.7% |
Q4 2019 | $7,581,000 | +11.2% | 126,040 | +4.5% | 1.26% | +4.9% |
Q3 2019 | $6,819,000 | +16.5% | 120,612 | +17.6% | 1.20% | +13.4% |
Q2 2019 | $5,853,000 | +28.0% | 102,526 | +24.2% | 1.06% | +24.0% |
Q1 2019 | $4,571,000 | +80.9% | 82,517 | +56.5% | 0.86% | +54.7% |
Q4 2018 | $2,527,000 | +23.0% | 52,713 | +48.4% | 0.55% | +38.2% |
Q3 2018 | $2,054,000 | +27.7% | 35,516 | +21.2% | 0.40% | +21.5% |
Q2 2018 | $1,608,000 | +8.5% | 29,299 | +4.5% | 0.33% | +7.8% |
Q1 2018 | $1,482,000 | +4.1% | 28,032 | +4.9% | 0.31% | -2.2% |
Q4 2017 | $1,424,000 | +9.6% | 26,728 | +4.0% | 0.31% | +3.6% |
Q3 2017 | $1,299,000 | +11.6% | 25,695 | +6.2% | 0.30% | +1.7% |
Q2 2017 | $1,164,000 | +22.3% | 24,199 | +18.8% | 0.30% | +13.8% |
Q1 2017 | $952,000 | +18.6% | 20,376 | +15.2% | 0.26% | -6.1% |
Q4 2016 | $803,000 | +16.5% | 17,693 | +10.5% | 0.28% | +15.4% |
Q3 2016 | $689,000 | +2.5% | 16,006 | -0.2% | 0.24% | -2.8% |
Q2 2016 | $672,000 | – | 16,037 | – | 0.25% | – |
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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% |