SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $61,249,932 | +8.2% | 862,311 | +3.3% | 2.96% | +0.2% |
| Q1 2023 | $56,620,677 | +107199.1% | 834,498 | +3.8% | 2.95% | +6.4% |
| Q4 2022 | $52,769 | -99.9% | 804,284 | +11.8% | 2.77% | +9.3% |
| Q3 2022 | $43,529,000 | -2.3% | 719,129 | +1.2% | 2.54% | +8.1% |
| Q2 2022 | $44,562,000 | -36.8% | 710,381 | -23.6% | 2.35% | -32.5% |
| Q1 2022 | $70,501,000 | -16.4% | 929,361 | -11.3% | 3.48% | -13.2% |
| Q4 2021 | $84,306,000 | +13.5% | 1,048,195 | +8.2% | 4.01% | -0.1% |
| Q3 2021 | $74,290,000 | +9.5% | 969,083 | +11.8% | 4.01% | -0.9% |
| Q2 2021 | $67,817,000 | +16.6% | 866,454 | +10.9% | 4.05% | -2.1% |
| Q1 2021 | $58,148,000 | +40.9% | 781,238 | +29.1% | 4.13% | +15.2% |
| Q4 2020 | $41,267,000 | +28.3% | 605,260 | +4.4% | 3.59% | +9.5% |
| Q3 2020 | $32,170,000 | +21.0% | 579,840 | +14.8% | 3.28% | +11.1% |
| Q2 2020 | $26,588,000 | +2218.0% | 505,283 | +1757.9% | 2.95% | +1791.0% |
| Q1 2020 | $1,147,000 | -91.9% | 27,197 | -88.4% | 0.16% | -90.5% |
| Q4 2019 | $14,103,000 | +22.8% | 234,459 | +15.5% | 1.65% | +8.9% |
| Q3 2019 | $11,482,000 | +3.9% | 203,072 | +4.9% | 1.51% | -7.0% |
| Q2 2019 | $11,047,000 | +15.9% | 193,498 | +12.4% | 1.63% | +3.3% |
| Q1 2019 | $9,532,000 | +15.9% | 172,096 | +0.3% | 1.58% | -0.7% |
| Q4 2018 | $8,227,000 | -65.1% | 171,654 | -57.8% | 1.59% | -63.6% |
| Q3 2018 | $23,552,000 | +12.4% | 407,195 | +6.7% | 4.36% | +0.9% |
| Q2 2018 | $20,952,000 | +18.5% | 381,710 | +14.2% | 4.32% | +2.4% |
| Q1 2018 | $17,676,000 | +148.3% | 334,263 | +150.2% | 4.22% | +137.6% |
| Q4 2017 | $7,118,000 | +20.7% | 133,623 | +13.6% | 1.78% | -7.3% |
| Q3 2017 | $5,895,000 | +19.7% | 117,633 | +15.0% | 1.92% | +2.5% |
| Q2 2017 | $4,926,000 | +24.7% | 102,284 | +22.5% | 1.87% | +8.7% |
| Q1 2017 | $3,951,000 | +29.6% | 83,474 | +23.7% | 1.72% | +9.3% |
| Q4 2016 | $3,048,000 | – | 67,506 | – | 1.57% | – |
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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% |