SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $271,000 | +96.4% | 3,375 | +81.8% | 0.02% | +150.0% |
| Q1 2021 | $138,000 | +283.3% | 1,856 | +254.9% | 0.01% | +200.0% |
| Q4 2020 | $36,000 | 0.0% | 523 | -19.9% | 0.00% | -33.3% |
| Q3 2020 | $36,000 | -35.7% | 653 | -38.9% | 0.00% | -40.0% |
| Q2 2020 | $56,000 | +86.7% | 1,068 | +63.6% | 0.01% | +66.7% |
| Q1 2020 | $30,000 | -77.4% | 653 | -70.4% | 0.00% | -76.9% |
| Q4 2019 | $133,000 | +6.4% | 2,208 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $125,000 | -0.8% | 2,208 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $126,000 | +5.0% | 2,208 | +2.1% | 0.01% | -6.7% |
| Q1 2019 | $120,000 | -20.5% | 2,163 | -31.5% | 0.02% | -28.6% |
| Q4 2018 | $151,000 | -7.9% | 3,159 | +1.4% | 0.02% | -4.5% |
| Q3 2018 | $164,000 | -22.6% | 3,116 | -17.3% | 0.02% | -26.7% |
| Q2 2018 | $212,000 | +89.3% | 3,766 | +77.6% | 0.03% | +66.7% |
| Q1 2018 | $112,000 | -18.2% | 2,120 | -17.3% | 0.02% | -18.2% |
| Q4 2017 | $137,000 | +6.2% | 2,565 | 0.0% | 0.02% | -24.1% |
| Q3 2017 | $129,000 | – | 2,565 | – | 0.03% | – |
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% |