SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $15,000 | -16.7% | 241 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 241 | +2.6% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | -50.0% | 235 | -52.9% | 0.01% | -54.5% |
| Q3 2021 | $38,000 | -13.6% | 499 | -11.5% | 0.01% | -15.4% |
| Q2 2021 | $44,000 | +4.8% | 564 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $42,000 | +10.5% | 564 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $38,000 | +22.6% | 564 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $31,000 | +6.9% | 564 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $29,000 | +70.6% | 564 | +36.2% | 0.01% | +33.3% |
| Q1 2020 | $17,000 | -29.2% | 414 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $24,000 | +4.3% | 414 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $23,000 | -4.2% | 414 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | +4.3% | 414 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | +21.1% | 414 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $19,000 | -13.6% | 414 | +10.1% | 0.01% | -8.3% |
| Q3 2018 | $22,000 | +175.0% | 376 | +150.7% | 0.01% | +140.0% |
| Q2 2018 | $8,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,000 | -20.0% | 150 | -21.1% | 0.01% | -16.7% |
| Q4 2017 | $10,000 | +400.0% | 190 | +375.0% | 0.01% | +500.0% |
| Q3 2017 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | -71.4% | 40 | -73.3% | 0.00% | -83.3% |
| Q4 2016 | $7,000 | – | 150 | – | 0.01% | – |
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% |