SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
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. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |