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 | $2,092,936 | -5.7% | 30,924 | -1.1% | 0.74% | -4.8% |
| Q2 2023 | $2,220,540 | +8.3% | 31,262 | +3.4% | 0.78% | +2.5% |
| Q1 2023 | $2,050,766 | +1.1% | 30,225 | -2.2% | 0.76% | -6.3% |
| Q4 2022 | $2,027,743 | +108.0% | 30,906 | +91.9% | 0.81% | +71.0% |
| Q3 2022 | $975,000 | -0.1% | 16,109 | +3.6% | 0.47% | +0.9% |
| Q2 2022 | $976,000 | -27.3% | 15,556 | -12.1% | 0.47% | -29.4% |
| Q1 2022 | $1,343,000 | +4.3% | 17,701 | +10.6% | 0.66% | +1.4% |
| Q4 2021 | $1,288,000 | +203.1% | 16,008 | +188.6% | 0.65% | +148.7% |
| Q3 2021 | $425,000 | -2.1% | 5,546 | 0.0% | 0.26% | -4.7% |
| Q2 2021 | $434,000 | +1.9% | 5,546 | -3.1% | 0.28% | -7.1% |
| Q1 2021 | $426,000 | +9.2% | 5,724 | 0.0% | 0.30% | +1.0% |
| Q4 2020 | $390,000 | +22.6% | 5,724 | 0.0% | 0.29% | +9.3% |
| Q3 2020 | $318,000 | +4.6% | 5,724 | -0.8% | 0.27% | -2.2% |
| Q2 2020 | $304,000 | -34.5% | 5,771 | -47.6% | 0.28% | -43.9% |
| Q1 2020 | $464,000 | -21.6% | 11,017 | +11.9% | 0.49% | -5.2% |
| Q4 2019 | $592,000 | – | 9,844 | – | 0.52% | – |
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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% |