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 | $8,106,926 | -2.2% | 119,783 | +2.6% | 5.34% | +1.3% |
| Q2 2023 | $8,292,328 | +5.1% | 116,745 | +0.4% | 5.27% | +1.7% |
| Q1 2023 | $7,892,322 | +2.7% | 116,320 | -0.7% | 5.19% | -2.2% |
| Q4 2022 | $7,686,999 | +8.4% | 117,162 | +0.3% | 5.30% | -1.6% |
| Q3 2022 | $7,089,000 | -2.0% | 116,817 | +1.3% | 5.39% | +6.8% |
| Q2 2022 | $7,235,000 | -16.1% | 115,337 | +1.5% | 5.04% | -2.5% |
| Q1 2022 | $8,623,000 | -7.2% | 113,676 | -1.4% | 5.18% | -3.3% |
| Q4 2021 | $9,288,000 | +7.4% | 115,337 | +2.2% | 5.35% | -0.9% |
| Q3 2021 | $8,648,000 | +2.2% | 112,805 | +4.3% | 5.40% | +1.7% |
| Q2 2021 | $8,461,000 | +6.5% | 108,104 | +1.3% | 5.31% | +0.1% |
| Q1 2021 | $7,941,000 | +24.2% | 106,743 | +13.9% | 5.30% | +14.3% |
| Q4 2020 | $6,392,000 | +26.1% | 93,678 | +2.5% | 4.64% | +5.8% |
| Q3 2020 | $5,071,000 | +8.9% | 91,405 | +3.3% | 4.39% | +4.3% |
| Q2 2020 | $4,656,000 | +25.6% | 88,487 | +0.7% | 4.21% | +7.5% |
| Q1 2020 | $3,706,000 | -27.4% | 87,908 | +3.6% | 3.92% | -10.4% |
| Q4 2019 | $5,106,000 | – | 84,886 | – | 4.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |