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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $886,683 | -4.5% | 13,101 | +0.2% | 0.06% | -4.4% |
| Q2 2023 | $928,611 | +31.8% | 13,074 | +25.9% | 0.07% | +9.7% |
| Q1 2023 | $704,386 | +3.7% | 10,382 | +0.3% | 0.06% | -3.1% |
| Q4 2022 | $679,414 | -99.9% | 10,355 | -2.2% | 0.06% | +4.9% |
| Q3 2022 | $640,898,000 | -3.2% | 10,588 | +0.3% | 0.06% | -1.6% |
| Q2 2022 | $662,114,000 | -28.0% | 10,555 | -12.9% | 0.06% | -13.9% |
| Q1 2022 | $919,634,000 | -5.5% | 12,123 | +0.3% | 0.07% | -2.7% |
| Q4 2021 | $973,572,000 | +2.7% | 12,090 | -2.2% | 0.07% | -8.6% |
| Q3 2021 | $947,797,000 | -1.4% | 12,364 | +0.6% | 0.08% | -14.7% |
| Q2 2021 | $961,577,000 | +48.0% | 12,285 | +40.7% | 0.10% | +10.5% |
| Q1 2021 | $649,868,000 | +64.7% | 8,731 | +51.0% | 0.09% | +56.4% |
| Q4 2020 | $394,682,000 | – | 5,784 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |