SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $214,000 | -0.5% | 2,657 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $215,000 | +4.4% | 2,657 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $206,000 | +1.0% | 2,657 | +0.8% | 0.12% | -1.7% |
| Q1 2021 | $204,000 | -19.7% | 2,637 | -51.5% | 0.12% | -41.5% |
| Q1 2020 | $254,000 | -31.4% | 5,432 | -11.8% | 0.20% | -22.9% |
| Q4 2019 | $370,000 | +6.9% | 6,157 | 0.0% | 0.27% | -5.7% |
| Q3 2019 | $346,000 | -1.7% | 6,157 | 0.0% | 0.28% | -5.4% |
| Q2 2019 | $352,000 | +1.4% | 6,157 | -1.6% | 0.30% | -1.7% |
| Q1 2019 | $347,000 | +15.7% | 6,257 | 0.0% | 0.30% | -3.5% |
| Q4 2018 | $300,000 | – | 6,257 | – | 0.31% | – |
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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% |