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 | $229,233 | -9.0% | 3,387 | -4.5% | 0.32% | +132.8% |
| Q2 2023 | $251,874 | +2.3% | 3,546 | -2.3% | 0.14% | -12.7% |
| Q1 2023 | $246,296 | -3.7% | 3,630 | -6.9% | 0.16% | -74.3% |
| Q4 2022 | $255,680 | +5.2% | 3,897 | -2.9% | 0.61% | +139.6% |
| Q3 2022 | $243,000 | -9.0% | 4,014 | -5.7% | 0.26% | +44.1% |
| Q2 2022 | $267,000 | -20.3% | 4,255 | -3.6% | 0.18% | -30.6% |
| Q1 2022 | $335,000 | -24.0% | 4,415 | -19.5% | 0.26% | +34.2% |
| Q4 2021 | $441,000 | -1.1% | 5,485 | -6.0% | 0.19% | -3.6% |
| Q3 2021 | $446,000 | -3.5% | 5,833 | -2.0% | 0.20% | +8.2% |
| Q2 2021 | $462,000 | -0.9% | 5,954 | -4.8% | 0.18% | -11.7% |
| Q1 2021 | $466,000 | +3.6% | 6,254 | -5.2% | 0.21% | -12.7% |
| Q4 2020 | $450,000 | +15.1% | 6,594 | -6.4% | 0.24% | -58.7% |
| Q3 2020 | $391,000 | +1.0% | 7,044 | -4.3% | 0.57% | +126.6% |
| Q2 2020 | $387,000 | +13.2% | 7,359 | -9.2% | 0.25% | -34.2% |
| Q1 2020 | $342,000 | -70.9% | 8,105 | -58.5% | 0.38% | -38.1% |
| Q4 2019 | $1,175,000 | -26.3% | 19,526 | -30.8% | 0.62% | -35.3% |
| Q3 2019 | $1,595,000 | +53.4% | 28,217 | +54.8% | 0.96% | +52.1% |
| Q2 2019 | $1,040,000 | +193.0% | 18,225 | +184.3% | 0.63% | +56.1% |
| Q1 2019 | $355,000 | – | 6,410 | – | 0.40% | – |
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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% |