SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,439,192 | -8.0% | 22,389 | +5.0% | 0.47% | +1.3% |
| Q2 2023 | $1,563,868 | +4.6% | 21,327 | -3.2% | 0.46% | -4.7% |
| Q1 2023 | $1,494,745 | -5.7% | 22,030 | -0.9% | 0.49% | -10.3% |
| Q4 2022 | $1,584,462 | +8.2% | 22,238 | -0.1% | 0.54% | -2.3% |
| Q3 2022 | $1,465,000 | -3.7% | 22,262 | -8.2% | 0.56% | -9.4% |
| Q2 2022 | $1,521,000 | -16.7% | 24,240 | -1.1% | 0.62% | -4.8% |
| Q1 2022 | $1,825,000 | -9.3% | 24,509 | -2.1% | 0.65% | -18.9% |
| Q4 2021 | $2,013,000 | -2.5% | 25,034 | -7.0% | 0.80% | -20.1% |
| Q3 2021 | $2,065,000 | -3.5% | 26,932 | -1.5% | 1.00% | -1.4% |
| Q2 2021 | $2,140,000 | +4.7% | 27,336 | +1.0% | 1.01% | -1.6% |
| Q1 2021 | $2,044,000 | -26.4% | 27,064 | -33.6% | 1.03% | -47.8% |
| Q4 2020 | $2,778,000 | – | 40,751 | – | 1.97% | – |
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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% |