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. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |