SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,923 | -44.2% | 915 | -41.5% | 0.03% | -43.5% |
| Q2 2023 | $111,002 | +104618.9% | 1,563 | +0.2% | 0.05% | -4.2% |
| Q1 2023 | $106 | -2.8% | 1,560 | -6.2% | 0.05% | -9.4% |
| Q4 2022 | $109 | -99.9% | 1,663 | +22.3% | 0.05% | -19.7% |
| Q3 2022 | $82,000 | -28.1% | 1,360 | -25.4% | 0.07% | +40.4% |
| Q2 2022 | $114,000 | -56.7% | 1,823 | -47.4% | 0.05% | -53.9% |
| Q1 2022 | $263,000 | -9.6% | 3,469 | -4.1% | 0.10% | -19.7% |
| Q4 2021 | $291,000 | +5.1% | 3,617 | +0.1% | 0.13% | 0.0% |
| Q3 2021 | $277,000 | -4.5% | 3,614 | -2.6% | 0.13% | -9.3% |
| Q2 2021 | $290,000 | -2.4% | 3,711 | -6.9% | 0.14% | +3.7% |
| Q1 2021 | $297,000 | +7.6% | 3,984 | -1.8% | 0.14% | +6.3% |
| Q4 2020 | $276,000 | +14.0% | 4,057 | -6.8% | 0.13% | -6.6% |
| Q3 2020 | $242,000 | +5.7% | 4,355 | +0.0% | 0.14% | -4.2% |
| Q2 2020 | $229,000 | +7.5% | 4,353 | +22.7% | 0.14% | +2.2% |
| Q4 2019 | $213,000 | – | 3,548 | – | 0.14% | – |
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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% |