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 | $7,348,078 | +2.5% | 108,571 | +7.5% | 0.03% | +211.1% |
| Q2 2023 | $7,171,636 | +1.5% | 100,966 | -3.1% | 0.01% | -93.6% |
| Q1 2023 | $7,068,952 | +4.0% | 104,185 | +0.6% | 0.14% | +64.0% |
| Q4 2022 | $6,796,923 | +0.9% | 103,596 | -6.9% | 0.09% | +1.2% |
| Q3 2022 | $6,735,000 | +20.4% | 111,273 | +24.7% | 0.08% | +23.2% |
| Q2 2022 | $5,596,000 | +7.7% | 89,215 | +30.2% | 0.07% | +27.8% |
| Q1 2022 | $5,197,000 | -25.5% | 68,509 | -20.9% | 0.05% | -19.4% |
| Q4 2021 | $6,974,000 | +2906.0% | 86,598 | +1476.8% | 0.07% | +857.1% |
| Q1 2020 | $232,000 | -29.7% | 5,492 | 0.0% | 0.01% | -22.2% |
| Q4 2019 | $330,000 | +6.1% | 5,492 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $311,000 | -1.3% | 5,492 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $315,000 | +17.5% | 5,492 | +13.7% | 0.01% | 0.0% |
| Q1 2019 | $268,000 | – | 4,830 | – | 0.01% | – |
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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% |