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 | $263,106 | -6.8% | 3,888 | +0.3% | 0.09% | -2.2% |
| Q2 2023 | $282,443 | +7.7% | 3,878 | +0.3% | 0.09% | -2.1% |
| Q1 2023 | $262,352 | +12.1% | 3,867 | +8.4% | 0.09% | +8.0% |
| Q4 2022 | $233,934 | +151.5% | 3,566 | +199.7% | 0.09% | +180.6% |
| Q3 2021 | $93,000 | 0.0% | 1,190 | 0.0% | 0.03% | -8.8% |
| Q2 2021 | $93,000 | +5.7% | 1,190 | +0.2% | 0.03% | +9.7% |
| Q1 2021 | $88,000 | +8.6% | 1,188 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $81,000 | +84.1% | 1,186 | +50.1% | 0.03% | +55.0% |
| Q3 2020 | $44,000 | +4.8% | 790 | 0.0% | 0.02% | +5.3% |
| Q2 2020 | $42,000 | +162.5% | 790 | +111.2% | 0.02% | +137.5% |
| Q1 2020 | $16,000 | +100.0% | 374 | +196.8% | 0.01% | +166.7% |
| Q4 2019 | $8,000 | – | 126 | – | 0.00% | – |
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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% |