Bedel Financial Consulting, Inc. - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Bedel Financial Consulting, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$78,000
-3.7%
1,032
+2.5%
0.02%0.0%
Q4 2021$81,000
+5.2%
1,0070.0%0.02%
-3.8%
Q3 2021$77,000
-18.1%
1,007
-15.9%
0.03%
-21.2%
Q2 2021$94,000
-38.2%
1,197
-41.4%
0.03%
-44.1%
Q1 2021$152,000
+8.6%
2,041
-0.9%
0.06%
-4.8%
Q4 2020$140,000
+22.8%
2,060
+0.0%
0.06%
+8.8%
Q3 2020$114,000
+5.6%
2,059
+0.0%
0.06%
-1.7%
Q2 2020$108,000
+18.7%
2,058
-4.4%
0.06%
-3.3%
Q1 2020$91,000
-29.5%
2,153
+0.0%
0.06%
-17.8%
Q4 2019$129,000
-3.0%
2,152
-8.7%
0.07%
-8.8%
Q3 2019$133,000
-10.7%
2,356
-9.5%
0.08%
-12.1%
Q2 2019$149,000
+3.5%
2,6040.0%0.09%
-1.1%
Q1 2019$144,000
+33.3%
2,604
+16.0%
0.09%
+17.9%
Q4 2018$108,000
-11.5%
2,2440.0%0.08%
-3.7%
Q3 2018$122,000
+17.3%
2,244
+18.5%
0.08%
+6.6%
Q2 2018$104,000
+5.1%
1,894
+1.4%
0.08%
+1.3%
Q1 2018$99,000–1,868–0.08%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
MONEYWISE, INC. 271,083$17,785,78113.30%
Pillar Wealth Advisors, LLC 143,842$9,437,4439.10%
Newton One Investments LLC 212,657$13,952,4169.00%
Mokosak Advisory Group, LLC 289,102$18,997,0788.50%
Legacy Wealth Management, Inc 1,344,050$88,183,1258.43%
BLB&B Advisors, LLC 1,494,983$98,085,8337.60%
HHM Wealth Advisors, LLC 505,595$33,172,1027.58%
Sightline Wealth Advisors, LLC 106,868$7,011,5857.56%
Harbor Group, Inc. 176,614$11,587,6227.46%
Northeast Financial Group, Inc. 136,181$8,934,8447.08%
View complete list of SCHWAB STRATEGIC TR shareholders