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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,227 | -5.3% | 4,126 | -0.6% | 0.14% | -1.5% |
| Q2 2023 | $294,813 | +4.7% | 4,151 | +0.0% | 0.14% | +3.0% |
| Q1 2023 | $281,602 | -5.7% | 4,150 | -8.8% | 0.13% | -10.7% |
| Q4 2022 | $298,539 | +17.5% | 4,550 | +8.3% | 0.15% | +17.3% |
| Q3 2022 | $254,000 | -3.4% | 4,200 | 0.0% | 0.13% | -14.8% |
| Q2 2022 | $263,000 | -17.6% | 4,200 | 0.0% | 0.15% | -8.6% |
| Q1 2022 | $319,000 | -5.6% | 4,200 | +0.0% | 0.16% | +1.2% |
| Q4 2021 | $338,000 | +2.7% | 4,199 | 0.0% | 0.16% | -6.9% |
| Q2 2021 | $329,000 | +5.1% | 4,199 | 0.0% | 0.17% | -9.4% |
| Q1 2021 | $313,000 | +58.1% | 4,199 | +11.7% | 0.19% | +18.6% |
| Q3 2020 | $198,000 | 0.0% | 3,758 | 0.0% | 0.16% | 0.0% |
| Q2 2020 | $198,000 | – | 3,758 | – | 0.16% | – |
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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% |