SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,870 | -4.9% | 6,780 | -0.2% | 0.14% | 0.0% |
| Q2 2023 | $482,507 | +3.8% | 6,793 | -0.9% | 0.14% | -2.1% |
| Q1 2023 | $464,976 | +3.4% | 6,853 | 0.0% | 0.14% | -3.4% |
| Q4 2022 | $449,625 | +5.3% | 6,853 | -2.9% | 0.15% | -4.5% |
| Q3 2022 | $427,000 | -3.6% | 7,059 | 0.0% | 0.15% | -8.3% |
| Q2 2022 | $443,000 | -17.2% | 7,059 | 0.0% | 0.17% | -15.2% |
| Q1 2022 | $535,000 | -6.1% | 7,059 | -0.4% | 0.20% | -6.6% |
| Q4 2021 | $570,000 | +4.6% | 7,089 | -0.2% | 0.21% | -2.3% |
| Q3 2021 | $545,000 | -2.0% | 7,105 | 0.0% | 0.22% | -3.6% |
| Q2 2021 | $556,000 | +5.1% | 7,105 | 0.0% | 0.22% | +0.9% |
| Q1 2021 | $529,000 | -8.8% | 7,105 | -16.5% | 0.22% | -15.2% |
| Q4 2020 | $580,000 | +22.9% | 8,510 | 0.0% | 0.26% | +7.8% |
| Q3 2020 | $472,000 | +5.4% | 8,510 | 0.0% | 0.24% | -2.0% |
| Q2 2020 | $448,000 | +26.6% | 8,510 | -6.3% | 0.25% | +13.7% |
| Q1 2020 | $354,000 | -54.1% | 9,081 | -29.1% | 0.22% | -29.8% |
| Q4 2019 | $771,000 | +6.6% | 12,815 | +0.2% | 0.31% | +8.0% |
| Q3 2019 | $723,000 | -9.7% | 12,791 | -7.6% | 0.29% | -7.1% |
| Q2 2019 | $801,000 | +2.0% | 13,841 | +0.8% | 0.31% | -2.5% |
| Q1 2019 | $785,000 | +76.8% | 13,736 | +48.3% | 0.32% | +47.0% |
| Q4 2018 | $444,000 | – | 9,260 | – | 0.22% | – |
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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% |