SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,139,092 | +14.0% | 578,298 | +19.6% | 0.49% | -13.0% |
| Q2 2023 | $34,344,423 | -3.6% | 483,529 | -8.0% | 0.56% | -7.7% |
| Q1 2023 | $35,642,255 | +13.8% | 525,316 | +10.1% | 0.61% | +0.2% |
| Q4 2022 | $31,309,295 | +3.6% | 477,194 | -4.4% | 0.61% | -10.2% |
| Q3 2022 | $30,212,000 | +0.7% | 499,200 | +4.4% | 0.68% | +6.8% |
| Q2 2022 | $29,999,000 | -20.2% | 478,066 | -3.5% | 0.63% | +22.9% |
| Q1 2022 | $37,597,000 | +125.5% | 495,610 | +139.1% | 0.52% | +18.7% |
| Q4 2021 | $16,673,000 | +2.7% | 207,300 | -2.2% | 0.43% | +8.2% |
| Q3 2021 | $16,242,000 | -2.0% | 211,865 | +0.1% | 0.40% | -31.7% |
| Q2 2021 | $16,568,000 | -10.9% | 211,681 | -15.2% | 0.59% | -48.6% |
| Q1 2021 | $18,589,000 | +9.6% | 249,748 | +0.3% | 1.14% | -1.6% |
| Q4 2020 | $16,965,000 | +19.4% | 248,978 | -2.7% | 1.16% | -15.5% |
| Q3 2020 | $14,211,000 | +1.6% | 255,874 | -3.7% | 1.37% | -1.9% |
| Q2 2020 | $13,988,000 | +495.2% | 265,763 | +375.8% | 1.40% | +274.6% |
| Q1 2020 | $2,350,000 | -9.8% | 55,860 | +29.0% | 0.37% | -53.7% |
| Q4 2019 | $2,605,000 | +15.1% | 43,314 | +8.2% | 0.81% | -17.5% |
| Q3 2019 | $2,263,000 | -0.9% | 40,047 | +0.1% | 0.98% | +17.4% |
| Q2 2019 | $2,284,000 | +39.8% | 39,998 | +35.5% | 0.83% | +35.9% |
| Q1 2019 | $1,634,000 | +10.5% | 29,522 | -4.3% | 0.61% | -31.7% |
| Q4 2018 | $1,479,000 | – | 30,837 | – | 0.90% | – |
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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% |