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 | $6,621,581 | -3.4% | 97,837 | +1.4% | 3.18% | +1.0% |
Q2 2023 | $6,856,096 | +5.5% | 96,524 | +0.8% | 3.15% | +2.4% |
Q1 2023 | $6,496,922 | +2.6% | 95,754 | -0.8% | 3.08% | -1.9% |
Q4 2022 | $6,330,011 | +1.1% | 96,479 | -6.8% | 3.14% | +2.1% |
Q3 2022 | $6,264,000 | -2.2% | 103,490 | +1.4% | 3.07% | +0.1% |
Q2 2022 | $6,402,000 | -13.6% | 102,063 | +4.5% | 3.07% | +2.8% |
Q1 2022 | $7,412,000 | -4.2% | 97,712 | +1.6% | 2.99% | +20.5% |
Q4 2021 | $7,736,000 | +3.8% | 96,188 | -1.1% | 2.48% | -2.7% |
Q3 2021 | $7,456,000 | +5.9% | 97,256 | +8.1% | 2.55% | +10.7% |
Q2 2021 | $7,043,000 | +14.7% | 89,988 | +9.0% | 2.30% | -0.6% |
Q1 2021 | $6,143,000 | +15.7% | 82,540 | +6.0% | 2.32% | -15.4% |
Q4 2020 | $5,311,000 | +31.6% | 77,900 | +7.1% | 2.74% | +20.9% |
Q3 2020 | $4,037,000 | +18.1% | 72,762 | +12.0% | 2.26% | +5.3% |
Q2 2020 | $3,418,000 | +12.7% | 64,962 | -9.7% | 2.15% | -5.0% |
Q1 2020 | $3,033,000 | -21.2% | 71,939 | +12.4% | 2.27% | -27.2% |
Q4 2019 | $3,851,000 | +9.2% | 64,031 | +2.6% | 3.11% | +16.6% |
Q3 2019 | $3,527,000 | +3.8% | 62,389 | +4.8% | 2.67% | +1.4% |
Q2 2019 | $3,398,000 | +6.2% | 59,514 | +3.0% | 2.63% | +1.7% |
Q1 2019 | $3,201,000 | +59.3% | 57,786 | +37.8% | 2.59% | +13.7% |
Q4 2018 | $2,010,000 | – | 41,928 | – | 2.28% | – |
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% |