SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
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. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |