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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $204,000 | -30.6% | 2,686 | -26.5% | 0.14% | -30.7% |
| Q4 2021 | $294,000 | +5.0% | 3,653 | +0.1% | 0.20% | -2.0% |
| Q3 2021 | $280,000 | -1.8% | 3,649 | +0.1% | 0.20% | +11.5% |
| Q2 2021 | $285,000 | +5.2% | 3,645 | +0.1% | 0.18% | +3.4% |
| Q1 2021 | $271,000 | +4.2% | 3,642 | -4.7% | 0.18% | -3.8% |
| Q4 2020 | $260,000 | -27.4% | 3,820 | -40.7% | 0.18% | -23.1% |
| Q3 2020 | $358,000 | -15.6% | 6,446 | -20.1% | 0.24% | -20.4% |
| Q2 2020 | $424,000 | +17.8% | 8,065 | -5.5% | 0.30% | +3.5% |
| Q1 2020 | $360,000 | -32.7% | 8,531 | -4.0% | 0.29% | -24.5% |
| Q4 2019 | $535,000 | -49.2% | 8,887 | -52.3% | 0.38% | -45.8% |
| Q3 2019 | $1,053,000 | -1.4% | 18,624 | -0.4% | 0.71% | -1.4% |
| Q2 2019 | $1,068,000 | +3.8% | 18,705 | +0.7% | 0.72% | -17.7% |
| Q1 2019 | $1,029,000 | -37.4% | 18,575 | -45.9% | 0.87% | -39.7% |
| Q4 2018 | $1,644,000 | – | 34,310 | – | 1.44% | – |
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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% |