SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,368,802 | -0.7% | 49,761 | -3.6% | 2.49% | -1.2% |
| Q4 2022 | $3,392,171 | +1.1% | 51,631 | +0.6% | 2.52% | +0.5% |
| Q3 2022 | $3,355,000 | +0.6% | 51,316 | -3.0% | 2.51% | +4.2% |
| Q2 2022 | $3,335,000 | -21.6% | 52,880 | -5.2% | 2.41% | -12.1% |
| Q1 2022 | $4,256,000 | -2.0% | 55,808 | +0.4% | 2.74% | +0.2% |
| Q4 2021 | $4,344,000 | +4.7% | 55,604 | +3.4% | 2.73% | -5.5% |
| Q3 2021 | $4,150,000 | -3.5% | 53,755 | -1.9% | 2.89% | -1.6% |
| Q2 2021 | $4,301,000 | +6.1% | 54,800 | +0.6% | 2.94% | -1.4% |
| Q1 2021 | $4,053,000 | +14.6% | 54,452 | +4.7% | 2.98% | +1.4% |
| Q4 2020 | $3,537,000 | +23.5% | 52,000 | +0.7% | 2.94% | +3.8% |
| Q3 2020 | $2,864,000 | +6.3% | 51,614 | +0.8% | 2.83% | +2.9% |
| Q2 2020 | $2,695,000 | +27.7% | 51,222 | -1.4% | 2.75% | +8.0% |
| Q1 2020 | $2,110,000 | -30.7% | 51,966 | +2.7% | 2.55% | -9.1% |
| Q4 2019 | $3,044,000 | +6.5% | 50,606 | +0.1% | 2.80% | +9.8% |
| Q3 2019 | $2,859,000 | +0.4% | 50,566 | +1.8% | 2.55% | -3.7% |
| Q2 2019 | $2,848,000 | +4.4% | 49,678 | +1.6% | 2.65% | +3.2% |
| Q1 2019 | $2,729,000 | +24.7% | 48,903 | +6.0% | 2.57% | +5.7% |
| Q4 2018 | $2,189,000 | -19.1% | 46,127 | -1.4% | 2.43% | -1.6% |
| Q3 2018 | $2,706,000 | +7.5% | 46,790 | +2.0% | 2.47% | +0.7% |
| Q2 2018 | $2,518,000 | – | 45,877 | – | 2.45% | – |
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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% |