SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575,280 | -13.2% | 8,500 | -8.8% | 0.24% | -7.6% |
| Q2 2023 | $662,410 | +0.8% | 9,323 | -3.8% | 0.26% | +7.8% |
| Q1 2023 | $657,376 | +1.2% | 9,689 | -2.1% | 0.24% | -2.0% |
| Q4 2022 | $649,342 | +5.8% | 9,897 | -2.4% | 0.25% | -0.8% |
| Q3 2022 | $614,000 | -7.4% | 10,143 | -4.1% | 0.25% | -0.4% |
| Q2 2022 | $663,000 | -22.8% | 10,576 | -6.6% | 0.25% | -14.0% |
| Q1 2022 | $859,000 | -7.5% | 11,329 | -2.0% | 0.29% | -6.1% |
| Q4 2021 | $929,000 | -7.7% | 11,555 | -11.9% | 0.31% | -6.0% |
| Q3 2021 | $1,006,000 | -8.4% | 13,120 | -6.4% | 0.33% | -2.9% |
| Q2 2021 | $1,098,000 | -2.1% | 14,024 | -6.9% | 0.34% | -2.0% |
| Q1 2021 | $1,121,000 | -4.5% | 15,057 | -12.6% | 0.35% | -3.1% |
| Q4 2020 | $1,174,000 | +102.8% | 17,222 | +65.2% | 0.36% | +103.4% |
| Q3 2020 | $579,000 | -11.9% | 10,428 | -16.5% | 0.18% | -1.1% |
| Q2 2020 | $657,000 | +17.7% | 12,490 | -5.6% | 0.18% | +10.5% |
| Q1 2020 | $558,000 | -35.1% | 13,232 | -7.4% | 0.16% | -14.7% |
| Q4 2019 | $860,000 | +1.9% | 14,297 | -4.2% | 0.19% | -10.4% |
| Q3 2019 | $844,000 | -5.2% | 14,930 | -4.2% | 0.21% | +11.0% |
| Q2 2019 | $890,000 | -4.4% | 15,581 | -7.3% | 0.19% | -6.4% |
| Q1 2019 | $931,000 | -1.6% | 16,810 | +2.8% | 0.20% | -12.8% |
| Q3 2018 | $946,000 | -22.6% | 16,352 | -26.5% | 0.23% | -26.4% |
| Q2 2018 | $1,222,000 | – | 22,255 | – | 0.32% | – |
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% |