SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $778,966 | +47.4% | 11,510 | +54.7% | 0.01% | +66.7% |
| Q2 2023 | $528,577 | +13.4% | 7,442 | +8.3% | 0.00% | 0.0% |
| Q1 2023 | $466,037 | -3.3% | 6,869 | -6.5% | 0.00% | 0.0% |
| Q4 2022 | $482,044 | +30.6% | 7,347 | +20.5% | 0.00% | 0.0% |
| Q3 2022 | $369,000 | +43.0% | 6,098 | +48.2% | 0.00% | +50.0% |
| Q2 2022 | $258,000 | -91.0% | 4,114 | -89.1% | 0.00% | -90.0% |
| Q1 2022 | $2,851,000 | +640.5% | 37,588 | +685.7% | 0.02% | +566.7% |
| Q4 2021 | $385,000 | +85.1% | 4,784 | +20.9% | 0.00% | 0.0% |
| Q2 2020 | $208,000 | -11.1% | 3,958 | +1.9% | 0.00% | -40.0% |
| Q4 2019 | $234,000 | +10.4% | 3,886 | +3.7% | 0.01% | -16.7% |
| Q3 2019 | $212,000 | -38.4% | 3,749 | -37.7% | 0.01% | -40.0% |
| Q2 2019 | $344,000 | -56.1% | 6,017 | -57.5% | 0.01% | -81.5% |
| Q1 2019 | $784,000 | – | 14,158 | – | 0.05% | – |
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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% |