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 | $4,498,404 | +0.3% | 66,466 | +5.6% | 1.21% | +1.9% |
| Q2 2023 | $4,486,348 | +6.5% | 62,966 | +1.4% | 1.19% | +2.2% |
| Q1 2023 | $4,214,286 | +6.3% | 62,112 | +2.8% | 1.16% | -3.1% |
| Q4 2022 | $3,965,750 | +28.5% | 60,444 | +18.6% | 1.20% | +15.5% |
| Q3 2022 | $3,085,000 | +62.5% | 50,971 | +68.4% | 1.04% | +65.5% |
| Q2 2022 | $1,898,000 | -11.2% | 30,264 | +7.4% | 0.63% | -0.9% |
| Q1 2022 | $2,137,000 | -5.9% | 28,171 | -0.2% | 0.63% | -3.5% |
| Q4 2021 | $2,271,000 | +3.4% | 28,233 | -1.5% | 0.66% | -9.8% |
| Q3 2021 | $2,197,000 | +2.6% | 28,663 | +4.7% | 0.73% | -4.5% |
| Q2 2021 | $2,142,000 | +1.1% | 27,368 | -3.9% | 0.76% | -11.8% |
| Q1 2021 | $2,119,000 | +8.8% | 28,475 | -0.3% | 0.86% | +0.6% |
| Q4 2020 | $1,948,000 | +22.9% | 28,571 | -0.0% | 0.86% | +5.5% |
| Q3 2020 | $1,585,000 | +5.2% | 28,576 | -0.2% | 0.81% | +1.1% |
| Q2 2020 | $1,507,000 | +170.1% | 28,643 | +116.4% | 0.80% | +121.8% |
| Q1 2020 | $558,000 | – | 13,234 | – | 0.36% | – |
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% |