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 | $16,100,312 | -13.1% | 237,889 | -8.8% | 10.10% | -12.1% |
| Q2 2023 | $18,536,040 | -4.2% | 260,961 | -8.5% | 11.49% | -8.1% |
| Q1 2023 | $19,344,041 | +8.8% | 285,100 | +5.2% | 12.51% | -6.0% |
| Q4 2022 | $17,785,781 | -1.7% | 271,083 | -9.4% | 13.30% | -9.9% |
| Q3 2022 | $18,102,000 | +6.6% | 299,062 | +10.5% | 14.77% | +11.6% |
| Q2 2022 | $16,985,000 | -14.1% | 270,765 | +3.8% | 13.24% | +1.6% |
| Q1 2022 | $19,784,000 | -0.0% | 260,803 | +6.0% | 13.03% | +2.5% |
| Q4 2021 | $19,788,000 | -3.6% | 246,031 | -8.1% | 12.71% | -5.0% |
| Q3 2021 | $20,519,000 | +11.4% | 267,657 | +13.8% | 13.38% | +6.5% |
| Q2 2021 | $18,412,000 | -2.5% | 235,231 | -7.3% | 12.57% | -1.4% |
| Q1 2021 | $18,887,000 | +8.2% | 253,753 | -0.9% | 12.74% | +2.0% |
| Q4 2020 | $17,462,000 | +23.3% | 256,110 | +0.4% | 12.49% | +11.1% |
| Q3 2020 | $14,159,000 | +8.9% | 255,216 | +3.3% | 11.24% | +7.9% |
| Q2 2020 | $13,004,000 | +32.5% | 247,124 | +6.2% | 10.42% | +20.7% |
| Q1 2020 | $9,813,000 | -23.0% | 232,753 | +3.2% | 8.64% | -10.0% |
| Q4 2019 | $12,746,000 | -0.3% | 225,439 | -0.3% | 9.59% | -7.1% |
| Q3 2019 | $12,782,000 | -0.8% | 226,068 | +0.2% | 10.32% | +4.9% |
| Q2 2019 | $12,887,000 | +17.8% | 225,727 | +9.1% | 9.84% | +5.0% |
| Q1 2019 | $10,940,000 | +7.0% | 206,885 | -3.0% | 9.37% | -3.4% |
| Q4 2018 | $10,222,000 | -12.6% | 213,278 | +5.5% | 9.70% | -2.0% |
| Q3 2018 | $11,695,000 | +4.4% | 202,188 | -0.9% | 9.90% | +3.3% |
| Q2 2018 | $11,199,000 | -0.2% | 204,021 | -3.9% | 9.58% | +2.9% |
| Q1 2018 | $11,222,000 | -29.1% | 212,219 | -28.6% | 9.32% | -21.4% |
| Q4 2017 | $15,834,000 | -0.5% | 297,242 | -6.4% | 11.85% | -5.8% |
| Q3 2017 | $15,921,000 | +6.3% | 317,727 | +2.1% | 12.58% | -1.4% |
| Q2 2017 | $14,980,000 | +4.1% | 311,052 | +2.3% | 12.76% | -2.2% |
| Q1 2017 | $14,394,000 | +6.5% | 304,124 | +1.6% | 13.04% | -2.7% |
| Q4 2016 | $13,517,000 | -0.2% | 299,382 | -3.8% | 13.40% | -6.4% |
| Q3 2016 | $13,544,000 | – | 311,203 | – | 14.32% | – |
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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% |