SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,989 | -27.1% | 1,108 | -23.5% | 0.02% | -23.1% |
| Q2 2023 | $102,922 | +4.7% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $98,315 | +3.4% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $95,069 | +8.0% | 1,449 | 0.0% | 0.03% | -3.7% |
| Q3 2022 | $88,000 | -3.3% | 1,449 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $91,000 | -17.3% | 1,449 | 0.0% | 0.03% | -12.9% |
| Q1 2022 | $110,000 | -6.0% | 1,449 | 0.0% | 0.03% | -11.4% |
| Q4 2021 | $117,000 | +5.4% | 1,449 | 0.0% | 0.04% | -5.4% |
| Q3 2021 | $111,000 | -2.6% | 1,449 | -0.2% | 0.04% | -5.1% |
| Q2 2021 | $114,000 | +5.6% | 1,452 | 0.0% | 0.04% | -4.9% |
| Q1 2021 | $108,000 | +9.1% | 1,452 | 0.0% | 0.04% | +5.1% |
| Q4 2020 | $99,000 | +22.2% | 1,452 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $81,000 | +6.6% | 1,452 | 0.0% | 0.04% | +2.6% |
| Q2 2020 | $76,000 | +24.6% | 1,452 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $61,000 | +134.6% | 1,452 | +237.7% | 0.04% | +216.7% |
| Q4 2019 | $26,000 | +8.3% | 430 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | +1100.0% | 430 | +1094.4% | 0.01% | +1100.0% |
| Q2 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | – | 36 | – | 0.00% | – |
Download | ||||||
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% |