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 | $2,013,480 | -2.9% | 29,750 | +1.9% | 0.26% | 0.0% |
| Q2 2023 | $2,073,336 | +4.2% | 29,190 | -0.5% | 0.26% | -3.0% |
| Q1 2023 | $1,990,284 | +2.7% | 29,334 | -0.7% | 0.27% | -2.9% |
| Q4 2022 | $1,937,543 | +7.6% | 29,531 | -0.7% | 0.28% | +1.8% |
| Q3 2022 | $1,800,000 | -3.0% | 29,741 | +0.6% | 0.27% | +17.2% |
| Q2 2022 | $1,855,000 | -16.9% | 29,568 | +0.4% | 0.23% | -9.0% |
| Q1 2022 | $2,233,000 | -5.7% | 29,441 | -0.1% | 0.26% | -1.5% |
| Q4 2021 | $2,369,000 | -3.0% | 29,456 | -7.5% | 0.26% | -11.9% |
| Q3 2021 | $2,442,000 | -11.9% | 31,860 | -10.1% | 0.30% | -11.7% |
| Q2 2021 | $2,773,000 | +9.3% | 35,428 | +4.0% | 0.33% | -0.6% |
| Q1 2021 | $2,536,000 | +6.9% | 34,069 | -2.1% | 0.34% | +0.6% |
| Q4 2020 | $2,372,000 | +25.7% | 34,797 | +2.3% | 0.33% | +10.6% |
| Q3 2020 | $1,887,000 | +1.2% | 34,020 | -4.0% | 0.30% | -6.2% |
| Q2 2020 | $1,865,000 | +19.6% | 35,442 | -4.2% | 0.32% | -3.9% |
| Q1 2020 | $1,559,000 | -34.5% | 36,989 | -6.5% | 0.34% | -16.0% |
| Q4 2019 | $2,380,000 | +12.3% | 39,562 | +5.5% | 0.40% | +0.5% |
| Q3 2019 | $2,120,000 | -3.2% | 37,498 | -2.3% | 0.40% | -11.0% |
| Q2 2019 | $2,191,000 | +3.1% | 38,375 | -0.0% | 0.45% | +22.2% |
| Q1 2019 | $2,126,000 | +17.0% | 38,378 | +1.3% | 0.36% | -2.7% |
| Q4 2018 | $1,817,000 | -19.8% | 37,901 | -3.3% | 0.38% | -2.1% |
| Q3 2018 | $2,266,000 | +25.7% | 39,178 | +19.3% | 0.38% | +17.8% |
| Q2 2018 | $1,802,000 | +0.9% | 32,831 | -2.8% | 0.32% | -0.9% |
| Q1 2018 | $1,786,000 | +0.8% | 33,783 | +1.6% | 0.33% | +1.2% |
| Q4 2017 | $1,772,000 | – | 33,267 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 806,133 | $47,102,000 | 29.62% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 237,075 | $13,404,000 | 13.32% |
| Legacy Wealth Management, Inc | 1,405,278 | $79,454,000 | 13.01% |
| FINANCIAL CONSULATE, INC | 517,407 | $29,254,000 | 12.74% |
| MANCHESTER FINANCIAL INC | 485,250 | $27,436,000 | 12.03% |
| MONEYWISE, INC. | 226,068 | $12,782,000 | 10.32% |
| Pinkerton Retirement Specialists, LLC | 486,600 | $27,512,000 | 9.42% |
| SVA Wealth Management, LLC | 1,648,453 | $93,204,000 | 9.14% |
| Omega Financial Group, LLC | 219,566 | $12,414,000 | 8.70% |
| HHM Wealth Advisors, LLC | 264,829 | $14,973,000 | 8.52% |