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 | $2,684 | -2.6% | 39,650 | +2.2% | 1.20% | -2.1% |
| Q2 2023 | $2,757 | +21.3% | 38,811 | +15.9% | 1.23% | +3.9% |
| Q1 2023 | $2,272 | +21.2% | 33,480 | +17.2% | 1.18% | +9.2% |
| Q4 2022 | $1,875 | -99.9% | 28,573 | +4.3% | 1.08% | +19.4% |
| Q3 2022 | $1,658,000 | -15.9% | 27,395 | -12.9% | 0.91% | -14.8% |
| Q2 2022 | $1,972,000 | -16.2% | 31,438 | +1.3% | 1.06% | +1.7% |
| Q1 2022 | $2,353,000 | +5.6% | 31,021 | +11.9% | 1.04% | +16.6% |
| Q4 2021 | $2,229,000 | +29.1% | 27,715 | +23.1% | 0.90% | +23.2% |
| Q3 2021 | $1,726,000 | -4.3% | 22,517 | -2.3% | 0.73% | -1.0% |
| Q2 2021 | $1,804,000 | +94.4% | 23,045 | +84.8% | 0.73% | +80.3% |
| Q1 2021 | $928,000 | +32.2% | 12,471 | +21.2% | 0.41% | +29.2% |
| Q4 2020 | $702,000 | +231.1% | 10,290 | +169.8% | 0.32% | +194.4% |
| Q3 2020 | $212,000 | – | 3,814 | – | 0.11% | – |
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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% |