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 | $7,410,935 | -43.1% | 109,500 | -40.3% | 0.68% | -38.2% |
| Q2 2023 | $13,024,361 | +3.6% | 183,364 | -1.0% | 1.10% | -0.6% |
| Q1 2023 | $12,570,775 | -5.1% | 185,273 | -0.3% | 1.11% | -3.7% |
| Q4 2022 | $13,245,977 | +14.9% | 185,908 | -2.4% | 1.15% | -3.2% |
| Q3 2022 | $11,524,000 | -0.8% | 190,387 | +2.8% | 1.19% | +4.8% |
| Q2 2022 | $11,615,000 | -16.6% | 185,158 | +0.8% | 1.13% | -6.0% |
| Q1 2022 | $13,933,000 | -0.1% | 183,670 | +5.9% | 1.21% | +2.1% |
| Q4 2021 | $13,951,000 | +5.9% | 173,463 | +0.9% | 1.18% | -0.7% |
| Q3 2021 | $13,177,000 | -3.1% | 171,889 | -1.1% | 1.19% | -5.6% |
| Q2 2021 | $13,605,000 | +4.8% | 173,824 | -0.3% | 1.26% | -1.9% |
| Q1 2021 | $12,980,000 | +219.4% | 174,402 | +192.5% | 1.28% | +109.3% |
| Q4 2020 | $4,064,000 | -57.2% | 59,620 | -65.1% | 0.61% | -45.8% |
| Q3 2020 | $9,485,000 | -99.9% | 170,980 | -0.9% | 1.13% | -1.4% |
| Q2 2020 | $9,080,094,000 | +124763.8% | 172,559 | +0.0% | 1.15% | +3.9% |
| Q1 2020 | $7,272,000 | -23.3% | 172,501 | +9.4% | 1.10% | -9.9% |
| Q4 2019 | $9,484,000 | +6.4% | 157,681 | -2.0% | 1.23% | -0.5% |
| Q3 2019 | $8,911,000 | -3.3% | 160,959 | -0.2% | 1.23% | -4.5% |
| Q2 2019 | $9,211,000 | +0.3% | 161,341 | -2.7% | 1.29% | -4.5% |
| Q1 2019 | $9,183,000 | – | 165,805 | – | 1.35% | – |
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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% |