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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $893,000 | +4.3% | 11,107 | -0.6% | 0.33% | -6.2% |
| Q3 2021 | $856,000 | +1.9% | 11,172 | +4.1% | 0.36% | +3.2% |
| Q2 2021 | $840,000 | +7.8% | 10,736 | +2.6% | 0.34% | +0.9% |
| Q1 2021 | $779,000 | +7.2% | 10,460 | -1.9% | 0.34% | +2.1% |
| Q4 2020 | $727,000 | +36.4% | 10,660 | +11.0% | 0.34% | +19.6% |
| Q3 2020 | $533,000 | +26.0% | 9,601 | +19.4% | 0.28% | +13.4% |
| Q2 2020 | $423,000 | +25.5% | 8,038 | +0.5% | 0.25% | +2.1% |
| Q1 2020 | $337,000 | -14.7% | 7,998 | +21.7% | 0.24% | +5.7% |
| Q4 2019 | $395,000 | +2.6% | 6,572 | -3.4% | 0.23% | -5.8% |
| Q3 2019 | $385,000 | +7.8% | 6,804 | +8.9% | 0.24% | +6.6% |
| Q2 2019 | $357,000 | +9.5% | 6,246 | +6.1% | 0.23% | +4.6% |
| Q1 2019 | $326,000 | +20.7% | 5,886 | +4.6% | 0.22% | +4.8% |
| Q4 2018 | $270,000 | -13.7% | 5,629 | +4.0% | 0.21% | -3.7% |
| Q3 2018 | $313,000 | +18.6% | 5,415 | +12.8% | 0.22% | +11.9% |
| Q2 2018 | $264,000 | +0.8% | 4,802 | -3.0% | 0.19% | -5.4% |
| Q1 2018 | $262,000 | -63.2% | 4,951 | -63.0% | 0.20% | +14.0% |
| Q4 2017 | $712,000 | +215.0% | 13,368 | +196.6% | 0.18% | -3.2% |
| Q3 2017 | $226,000 | – | 4,507 | – | 0.18% | – |
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% |