SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,039 | +4.8% | 3,709 | +9.9% | 0.16% | +0.6% |
| Q2 2023 | $239,629 | +80855.7% | 3,374 | -22.6% | 0.16% | -41.7% |
| Q1 2023 | $296 | +0.3% | 4,360 | -3.1% | 0.28% | 0.0% |
| Q4 2022 | $295 | -99.9% | 4,500 | -1.4% | 0.28% | +15.4% |
| Q3 2022 | $276,000 | -4.2% | 4,562 | -0.8% | 0.24% | +0.4% |
| Q2 2022 | $288,000 | -20.9% | 4,598 | -4.3% | 0.24% | -4.8% |
| Q1 2022 | $364,000 | -52.5% | 4,804 | -50.8% | 0.25% | -10.3% |
| Q4 2021 | $766,000 | +105.9% | 9,756 | +101.1% | 0.28% | -6.3% |
| Q3 2021 | $372,000 | +3.0% | 4,852 | +5.2% | 0.30% | +3.4% |
| Q2 2021 | $361,000 | +5.9% | 4,613 | +0.6% | 0.29% | -7.9% |
| Q1 2021 | $341,000 | +1.8% | 4,587 | -6.6% | 0.32% | -10.5% |
| Q4 2020 | $335,000 | -42.2% | 4,909 | -55.4% | 0.35% | -59.8% |
| Q3 2020 | $580,000 | 0.0% | 11,017 | 0.0% | 0.88% | 0.0% |
| Q2 2020 | $580,000 | +42.9% | 11,017 | +14.5% | 0.88% | +0.3% |
| Q1 2020 | $406,000 | -33.9% | 9,624 | -5.7% | 0.87% | -23.4% |
| Q4 2019 | $614,000 | +15.0% | 10,208 | +8.1% | 1.14% | +4.0% |
| Q3 2019 | $534,000 | +20.5% | 9,440 | +21.6% | 1.09% | +15.3% |
| Q2 2019 | $443,000 | +51.2% | 7,760 | +46.7% | 0.95% | +85.4% |
| Q1 2019 | $293,000 | – | 5,291 | – | 0.51% | – |
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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% |