SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $246,261 | -32.9% | 3,467 | -40.7% | 0.01% | -54.5% |
| Q2 2022 | $367,000 | -17.3% | 5,850 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $444,000 | -5.7% | 5,850 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $471,000 | +5.1% | 5,850 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $448,000 | -2.2% | 5,850 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $458,000 | +5.3% | 5,850 | 0.0% | 0.01% | -27.8% |
| Q1 2021 | $435,000 | +33.8% | 5,850 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $325,000 | +5.5% | 5,850 | 0.0% | 0.02% | -15.0% |
| Q2 2020 | $308,000 | +24.7% | 5,850 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $247,000 | -30.2% | 5,850 | -0.5% | 0.02% | -35.5% |
| Q4 2019 | $354,000 | – | 5,880 | – | 0.03% | – |
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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% |