SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,065,394 | -6.4% | 30,517 | -1.8% | 0.10% | -8.7% |
| Q2 2023 | $2,207,294 | +1.8% | 31,075 | -2.8% | 0.12% | -7.3% |
| Q1 2023 | $2,168,177 | +13.8% | 31,955 | +10.0% | 0.12% | +3.3% |
| Q4 2022 | $1,905,836 | -2.2% | 29,048 | -9.8% | 0.12% | -18.9% |
| Q3 2022 | $1,949,000 | +177.6% | 32,196 | +187.9% | 0.15% | +138.7% |
| Q2 2022 | $702,000 | -18.8% | 11,184 | -1.9% | 0.06% | -6.1% |
| Q1 2022 | $865,000 | -0.9% | 11,398 | +5.0% | 0.07% | +3.1% |
| Q4 2021 | $873,000 | +4.3% | 10,860 | -0.5% | 0.06% | -5.9% |
| Q3 2021 | $837,000 | -24.3% | 10,914 | -22.7% | 0.07% | -2.9% |
| Q2 2021 | $1,106,000 | +12.2% | 14,125 | +6.6% | 0.07% | -1.4% |
| Q1 2021 | $986,000 | +32.5% | 13,251 | +21.4% | 0.07% | +14.5% |
| Q4 2020 | $744,000 | +26.5% | 10,918 | +2.9% | 0.06% | +5.1% |
| Q3 2020 | $588,000 | +14.0% | 10,606 | +8.2% | 0.06% | -16.9% |
| Q2 2020 | $516,000 | +7.3% | 9,805 | -14.1% | 0.07% | +2.9% |
| Q1 2020 | $481,000 | -32.6% | 11,416 | -3.8% | 0.07% | -18.8% |
| Q4 2019 | $714,000 | +8.8% | 11,871 | +2.2% | 0.08% | -4.5% |
| Q3 2019 | $656,000 | +37.2% | 11,610 | +38.6% | 0.09% | +29.0% |
| Q2 2019 | $478,000 | -24.2% | 8,374 | -26.5% | 0.07% | -34.3% |
| Q1 2019 | $631,000 | +21.8% | 11,390 | +5.3% | 0.10% | +5.0% |
| Q4 2018 | $518,000 | +4609.1% | 10,813 | +5024.6% | 0.10% | +3233.3% |
| Q1 2018 | $11,000 | 0.0% | 211 | +0.5% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | – | 210 | – | 0.00% | – |
Download | ||||||
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% |