SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $479,377 | +95014.5% | 7,083 | -0.1% | 0.22% | -1.3% |
| Q2 2023 | $504 | +0.6% | 7,090 | -4.1% | 0.22% | -6.7% |
| Q1 2023 | $501 | +1.8% | 7,390 | -1.5% | 0.24% | -5.5% |
| Q4 2022 | $492 | -99.9% | 7,500 | -0.5% | 0.25% | +7.6% |
| Q3 2022 | $456,000 | -4.0% | 7,540 | -0.4% | 0.24% | +0.9% |
| Q2 2022 | $475,000 | -17.2% | 7,572 | 0.0% | 0.23% | +1.3% |
| Q1 2022 | $574,000 | -5.9% | 7,572 | 0.0% | 0.23% | +1.3% |
| Q4 2021 | $610,000 | +5.2% | 7,572 | 0.0% | 0.23% | -6.9% |
| Q3 2021 | $580,000 | -0.2% | 7,572 | 0.0% | 0.24% | +2.9% |
| Q2 2021 | $581,000 | +5.6% | 7,572 | +2.5% | 0.24% | -10.5% |
| Q1 2021 | $550,000 | +3.6% | 7,388 | -5.1% | 0.27% | -2.2% |
| Q4 2020 | $531,000 | -1.7% | 7,788 | -5.6% | 0.27% | -4.9% |
| Q3 2020 | $540,000 | +23.9% | 8,251 | -0.4% | 0.29% | +5.9% |
| Q2 2020 | $436,000 | +10.7% | 8,286 | +1.2% | 0.27% | +1.5% |
| Q1 2020 | $394,000 | -19.4% | 8,186 | +0.7% | 0.27% | -16.6% |
| Q4 2019 | $489,000 | +7.5% | 8,133 | +1.1% | 0.32% | -1.5% |
| Q3 2019 | $455,000 | -10.1% | 8,043 | -8.9% | 0.32% | -12.0% |
| Q2 2019 | $506,000 | +3.3% | 8,827 | -0.2% | 0.37% | -3.7% |
| Q1 2019 | $490,000 | +23.4% | 8,842 | +6.8% | 0.38% | +10.7% |
| Q4 2018 | $397,000 | -4.6% | 8,281 | +2.1% | 0.34% | +18.2% |
| Q3 2018 | $416,000 | -4.8% | 8,112 | +4.5% | 0.29% | +4.3% |
| Q2 2018 | $437,000 | +6.6% | 7,762 | +0.2% | 0.28% | -2.4% |
| Q1 2018 | $410,000 | +2.8% | 7,747 | +3.4% | 0.29% | -9.7% |
| Q4 2017 | $399,000 | – | 7,493 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |