SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,219 | -5.2% | 10,922 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $779,801 | +115426.1% | 10,978 | +10.4% | 0.01% | -7.1% |
| Q1 2023 | $675 | -99.7% | 9,945 | +256.2% | 0.01% | +133.3% |
| Q1 2022 | $212,000 | -90.4% | 2,792 | -89.9% | 0.01% | -90.9% |
| Q4 2021 | $2,214,000 | -24.8% | 27,525 | -28.3% | 0.07% | -31.2% |
| Q3 2021 | $2,944,000 | -6.2% | 38,408 | -4.2% | 0.10% | -13.5% |
| Q2 2021 | $3,139,000 | -61.8% | 40,102 | -63.6% | 0.11% | -67.1% |
| Q1 2021 | $8,208,000 | +18.8% | 110,277 | +8.8% | 0.34% | +3.1% |
| Q4 2020 | $6,912,000 | +26.4% | 101,376 | +2.9% | 0.33% | -3.0% |
| Q3 2020 | $5,468,000 | – | 98,551 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |