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 | $128,863 | -4.7% | 1,904 | 0.0% | 0.08% | +8.7% |
| Q2 2023 | $135,241 | +5.0% | 1,904 | +0.3% | 0.07% | -1.4% |
| Q1 2023 | $128,847 | +104653.7% | 1,899 | +1.3% | 0.07% | +2.9% |
| Q4 2022 | $123 | -99.9% | 1,874 | +10.3% | 0.07% | +7.9% |
| Q3 2022 | $103,000 | +24.1% | 1,699 | +28.6% | 0.06% | +31.2% |
| Q2 2022 | $83,000 | -17.0% | 1,321 | 0.0% | 0.05% | -4.0% |
| Q1 2022 | $100,000 | -1.0% | 1,321 | +5.2% | 0.05% | -2.0% |
| Q4 2021 | $101,000 | +5.2% | 1,256 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $96,000 | -5.9% | 1,256 | -3.2% | 0.05% | -1.9% |
| Q2 2021 | $102,000 | +5.2% | 1,298 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $97,000 | +12.8% | 1,298 | +3.3% | 0.05% | +5.9% |
| Q4 2020 | $86,000 | +22.9% | 1,256 | 0.0% | 0.05% | +8.5% |
| Q3 2020 | $70,000 | -5.4% | 1,256 | -10.7% | 0.05% | -14.5% |
| Q2 2020 | $74,000 | +29.8% | 1,406 | +4.8% | 0.06% | +7.8% |
| Q1 2020 | $57,000 | -26.0% | 1,341 | +5.1% | 0.05% | -5.6% |
| Q4 2019 | $77,000 | +63.8% | 1,276 | +53.4% | 0.05% | +50.0% |
| Q3 2019 | $47,000 | +27.0% | 832 | +27.0% | 0.04% | +28.6% |
| Q2 2019 | $37,000 | -2.6% | 655 | -4.4% | 0.03% | -6.7% |
| Q1 2019 | $38,000 | +15.2% | 685 | 0.0% | 0.03% | +7.1% |
| Q4 2018 | $33,000 | – | 685 | – | 0.03% | – |
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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% |