SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,422,837 | +10.4% | 21,023 | +15.9% | 0.53% | +13.1% |
| Q2 2023 | $1,288,555 | +0.3% | 18,141 | -4.2% | 0.46% | -2.7% |
| Q1 2023 | $1,284,458 | +110916.2% | 18,931 | +7.4% | 0.48% | -12.9% |
| Q4 2022 | $1,157 | -99.9% | 17,632 | +0.8% | 0.55% | +12.0% |
| Q3 2022 | $1,058,000 | +30.1% | 17,484 | +46.5% | 0.49% | +35.4% |
| Q4 2020 | $813,000 | +16.5% | 11,931 | -5.1% | 0.36% | +3.4% |
| Q3 2020 | $698,000 | -17.8% | 12,578 | -37.5% | 0.35% | -42.3% |
| Q1 2020 | $849,000 | +316.2% | 20,135 | +481.4% | 0.61% | +401.7% |
| Q3 2019 | $204,000 | -1.4% | 3,463 | -3.7% | 0.12% | -7.6% |
| Q2 2019 | $207,000 | -37.1% | 3,595 | -36.9% | 0.13% | -37.3% |
| Q3 2018 | $329,000 | +2.5% | 5,694 | -2.6% | 0.21% | -7.5% |
| Q2 2018 | $321,000 | +2.6% | 5,847 | -3.6% | 0.23% | -2.2% |
| Q1 2018 | $313,000 | +1059.3% | 6,065 | +1110.6% | 0.23% | +1055.0% |
| Q4 2017 | $27,000 | – | 501 | – | 0.02% | – |
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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% |