SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $909,014 | +10.0% | 13,431 | +15.4% | 0.09% | +13.2% |
| Q2 2023 | $826,698 | +3.7% | 11,639 | -0.9% | 0.08% | -11.6% |
| Q1 2023 | $797,198 | -23.3% | 11,749 | -25.8% | 0.09% | -30.1% |
| Q4 2022 | $1,038,871 | +8.8% | 15,834 | +0.3% | 0.12% | -8.9% |
| Q3 2022 | $955,000 | +75.9% | 15,780 | +101.0% | 0.14% | +90.1% |
| Q2 2022 | $543,000 | +9.0% | 7,852 | +19.7% | 0.07% | -49.6% |
| Q1 2022 | $498,000 | +84.4% | 6,560 | +95.5% | 0.14% | +95.8% |
| Q4 2021 | $270,000 | -52.3% | 3,355 | -54.6% | 0.07% | -50.7% |
| Q3 2021 | $566,000 | -1.9% | 7,390 | +0.2% | 0.15% | -4.6% |
| Q2 2021 | $577,000 | -41.1% | 7,373 | -44.0% | 0.15% | -46.9% |
| Q1 2021 | $979,000 | -8.1% | 13,161 | -15.7% | 0.29% | -10.3% |
| Q4 2020 | $1,065,000 | +179.5% | 15,618 | +127.6% | 0.32% | +197.2% |
| Q3 2020 | $381,000 | +5.5% | 6,863 | 0.0% | 0.11% | -21.2% |
| Q2 2020 | $361,000 | +31.8% | 6,863 | +5.5% | 0.14% | +34.3% |
| Q1 2020 | $274,000 | -58.9% | 6,507 | -41.3% | 0.10% | -57.9% |
| Q4 2019 | $667,000 | +425.2% | 11,094 | +394.2% | 0.24% | +332.1% |
| Q3 2019 | $127,000 | -99.8% | 2,245 | +61.4% | 0.06% | +40.0% |
| Q2 2019 | $79,431,000 | +115017.4% | 1,391 | +11.2% | 0.04% | +37.9% |
| Q1 2019 | $69,000 | -19.8% | 1,251 | -30.4% | 0.03% | -6.5% |
| Q4 2018 | $86,000 | -41.1% | 1,797 | -28.8% | 0.03% | -47.5% |
| Q3 2018 | $146,000 | -2.7% | 2,525 | -8.1% | 0.06% | -7.8% |
| Q2 2018 | $150,000 | 0.0% | 2,748 | +1.2% | 0.06% | -4.5% |
| Q4 2017 | $150,000 | +12.8% | 2,715 | +2.5% | 0.07% | +39.6% |
| Q3 2017 | $133,000 | +1.5% | 2,650 | -2.5% | 0.05% | -35.1% |
| Q2 2017 | $131,000 | +322.6% | 2,718 | +315.6% | 0.07% | +311.1% |
| Q1 2017 | $31,000 | – | 654 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |