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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,749,000 | +3.2% | 75,780 | +9.4% | 0.26% | -24.0% |
| Q4 2021 | $5,572,000 | +9.4% | 69,272 | +4.2% | 0.34% | -10.3% |
| Q3 2021 | $5,095,000 | -6.9% | 66,456 | -5.0% | 0.38% | -6.5% |
| Q2 2021 | $5,475,000 | -12.7% | 69,945 | -23.9% | 0.40% | -54.8% |
| Q1 2021 | $6,269,000 | +0.2% | 91,950 | +0.2% | 0.89% | +0.3% |
| Q4 2020 | $6,259,000 | +21.6% | 91,802 | -6.2% | 0.89% | +5.6% |
| Q3 2020 | $5,149,000 | -0.3% | 97,848 | -0.3% | 0.84% | -0.2% |
| Q2 2020 | $5,167,000 | +25.2% | 98,191 | +0.3% | 0.84% | +11.3% |
| Q1 2020 | $4,126,000 | +17.9% | 97,858 | +68.2% | 0.76% | +38.6% |
| Q4 2019 | $3,500,000 | +4.4% | 58,183 | -1.9% | 0.55% | +0.2% |
| Q3 2019 | $3,354,000 | -37.1% | 59,329 | -36.4% | 0.55% | -34.5% |
| Q2 2019 | $5,329,000 | -16.5% | 93,350 | -18.9% | 0.83% | -17.8% |
| Q1 2019 | $6,379,000 | +29.5% | 115,174 | +12.1% | 1.01% | +24.3% |
| Q4 2018 | $4,926,000 | +273.7% | 102,781 | +351.1% | 0.82% | +391.0% |
| Q3 2018 | $1,318,000 | +1.5% | 22,787 | -3.6% | 0.17% | +5.7% |
| Q2 2018 | $1,298,000 | +2.5% | 23,639 | -1.2% | 0.16% | +4.0% |
| Q1 2018 | $1,266,000 | -12.0% | 23,932 | -11.4% | 0.15% | -12.7% |
| Q4 2017 | $1,439,000 | +9.9% | 27,011 | +3.4% | 0.17% | +8.8% |
| Q3 2017 | $1,309,000 | +20.2% | 26,113 | +15.5% | 0.16% | +18.7% |
| Q2 2017 | $1,089,000 | – | 22,613 | – | 0.13% | – |
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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% |