SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $892,000 | -5.9% | 11,762 | -0.2% | 0.06% | -1.7% |
| Q4 2021 | $948,000 | +9.7% | 11,791 | +4.6% | 0.06% | +3.4% |
| Q3 2021 | $864,000 | -1.9% | 11,273 | +0.2% | 0.06% | -1.7% |
| Q2 2021 | $881,000 | +6.7% | 11,251 | +1.4% | 0.06% | 0.0% |
| Q1 2021 | $826,000 | +12.8% | 11,095 | +3.3% | 0.06% | +18.0% |
| Q4 2020 | $732,000 | +79.0% | 10,737 | +45.7% | 0.05% | +42.9% |
| Q3 2020 | $409,000 | -0.5% | 7,371 | -5.5% | 0.04% | -10.3% |
| Q2 2020 | $411,000 | +24.9% | 7,802 | +0.1% | 0.04% | -17.0% |
| Q1 2020 | $329,000 | -44.9% | 7,798 | -21.5% | 0.05% | -26.6% |
| Q4 2019 | $597,000 | +18.0% | 9,930 | +10.9% | 0.06% | +10.3% |
| Q3 2019 | $506,000 | -7.3% | 8,955 | -6.4% | 0.06% | -7.9% |
| Q2 2019 | $546,000 | +24.1% | 9,565 | +20.5% | 0.06% | +14.5% |
| Q1 2019 | $440,000 | +20.5% | 7,936 | +4.3% | 0.06% | +10.0% |
| Q4 2018 | $365,000 | -1.9% | 7,607 | +18.4% | 0.05% | +19.0% |
| Q3 2018 | $372,000 | +21.2% | 6,427 | +15.1% | 0.04% | +13.5% |
| Q2 2018 | $307,000 | +1.0% | 5,586 | -2.8% | 0.04% | -7.5% |
| Q1 2018 | $304,000 | -5.3% | 5,745 | -4.5% | 0.04% | -9.1% |
| Q4 2017 | $321,000 | – | 6,014 | – | 0.04% | – |
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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% |