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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $222,000 | +8.8% | 2,985 | 0.0% | 0.11% | +1.8% |
| Q4 2020 | $204,000 | -27.7% | 2,985 | -36.1% | 0.11% | -45.1% |
| Q4 2019 | $282,000 | +7.6% | 4,670 | 0.0% | 0.20% | -6.4% |
| Q3 2019 | $262,000 | -2.6% | 4,670 | 0.0% | 0.22% | -4.0% |
| Q2 2019 | $269,000 | +3.9% | 4,670 | 0.0% | 0.23% | -9.9% |
| Q1 2019 | $259,000 | +15.6% | 4,670 | 0.0% | 0.25% | +7.2% |
| Q4 2018 | $224,000 | -20.8% | 4,670 | -13.0% | 0.24% | -11.0% |
| Q3 2018 | $283,000 | +10.5% | 5,370 | +15.0% | 0.26% | +11.9% |
| Q2 2018 | $256,000 | +3.6% | 4,670 | 0.0% | 0.24% | -3.7% |
| Q1 2018 | $247,000 | – | 4,670 | – | 0.24% | – |
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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% |