SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,843 | -95.2% | 4,428 | -94.6% | 0.56% | -89.9% |
| Q2 2023 | $6,115,995 | +327.7% | 81,601 | +287.2% | 5.58% | +323.1% |
| Q1 2023 | $1,429,939 | +100955.8% | 21,075 | -2.3% | 1.32% | -2.1% |
| Q4 2022 | $1,415 | -99.9% | 21,562 | -37.2% | 1.35% | -29.3% |
| Q3 2022 | $2,078,000 | -14.9% | 34,326 | -11.9% | 1.91% | -12.9% |
| Q2 2022 | $2,443,000 | -57.4% | 38,946 | -48.5% | 2.19% | -47.4% |
| Q1 2022 | $5,733,000 | -46.7% | 75,578 | -45.0% | 4.16% | -45.2% |
| Q4 2021 | $10,758,000 | +60.6% | 137,451 | +57.3% | 7.59% | +51.4% |
| Q3 2021 | $6,697,000 | -37.7% | 87,366 | -36.4% | 5.01% | -33.9% |
| Q2 2021 | $10,758,000 | +6.9% | 137,451 | +1.7% | 7.59% | +2.1% |
| Q1 2021 | $10,060,000 | +27.5% | 135,159 | +16.8% | 7.43% | +17.2% |
| Q4 2020 | $7,890,000 | +29.9% | 115,727 | +5.7% | 6.34% | +15.2% |
| Q3 2020 | $6,074,000 | +83.7% | 109,464 | +74.2% | 5.51% | +31.1% |
| Q2 2020 | $3,307,000 | +19.5% | 62,848 | -4.3% | 4.20% | +16.6% |
| Q1 2020 | $2,768,000 | -44.1% | 65,669 | -20.2% | 3.60% | -32.7% |
| Q4 2019 | $4,948,000 | +5.3% | 82,273 | -1.1% | 5.35% | +0.2% |
| Q3 2019 | $4,701,000 | -2.7% | 83,152 | -1.7% | 5.34% | -2.0% |
| Q2 2019 | $4,830,000 | -5.1% | 84,594 | -7.9% | 5.44% | -7.5% |
| Q1 2019 | $5,089,000 | -0.0% | 91,882 | -13.4% | 5.89% | -4.3% |
| Q4 2018 | $5,090,000 | – | 106,095 | – | 6.15% | – |
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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% |