SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,939 | -8.1% | 28,645 | -3.6% | 0.31% | -5.2% |
Q2 2023 | $2,111 | +1.3% | 29,720 | -3.3% | 0.32% | -8.2% |
Q1 2023 | $2,084 | -99.9% | 30,720 | 0.0% | 0.35% | -2.7% |
Q4 2022 | $2,015,539 | +59.2% | 30,720 | +46.9% | 0.36% | +52.3% |
Q3 2022 | $1,266,000 | -4.0% | 20,910 | -0.5% | 0.24% | +8.6% |
Q2 2022 | $1,319,000 | +9.4% | 21,020 | +32.2% | 0.22% | +30.2% |
Q1 2022 | $1,206,000 | -5.8% | 15,900 | 0.0% | 0.17% | -1.7% |
Q4 2021 | $1,280,000 | +5.0% | 15,900 | 0.0% | 0.17% | -5.5% |
Q3 2021 | $1,219,000 | -2.0% | 15,900 | 0.0% | 0.18% | -2.7% |
Q2 2021 | $1,244,000 | +25.5% | 15,900 | +19.4% | 0.19% | +14.0% |
Q1 2021 | $991,000 | +4.3% | 13,320 | -4.3% | 0.16% | -3.5% |
Q4 2020 | $950,000 | +21.6% | 13,920 | -1.1% | 0.17% | +2.4% |
Q3 2020 | $781,000 | +5.5% | 14,070 | 0.0% | 0.17% | -1.8% |
Q2 2020 | $740,000 | +39.9% | 14,070 | +12.2% | 0.17% | +19.9% |
Q1 2020 | $529,000 | -38.7% | 12,540 | -12.6% | 0.14% | -23.4% |
Q4 2019 | $863,000 | -13.7% | 14,355 | -18.8% | 0.18% | -20.7% |
Q3 2019 | $1,000,000 | -1.3% | 17,685 | 0.0% | 0.23% | -6.5% |
Q2 2019 | $1,013,000 | +2.8% | 17,685 | -0.5% | 0.25% | -12.4% |
Q1 2019 | $985,000 | +16.3% | 17,775 | +0.6% | 0.28% | +1.8% |
Q4 2018 | $847,000 | – | 17,670 | – | 0.28% | – |
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% |