SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $877,149 | +4.8% | 12,349 | +0.1% | 0.17% | +0.6% |
| Q1 2023 | $837,337 | -4.9% | 12,341 | -8.1% | 0.17% | -9.5% |
| Q4 2022 | $880,814 | +9.0% | 13,425 | +0.5% | 0.19% | 0.0% |
| Q3 2022 | $808,000 | -8.2% | 13,354 | -4.8% | 0.19% | +5.6% |
| Q2 2022 | $880,000 | -27.1% | 14,023 | -11.8% | 0.18% | -11.4% |
| Q1 2022 | $1,207,000 | -28.7% | 15,905 | -24.5% | 0.20% | -25.5% |
| Q4 2021 | $1,694,000 | +9.7% | 21,063 | -7.0% | 0.27% | -16.6% |
| Q4 2020 | $1,544,000 | – | 22,653 | – | 0.32% | – |
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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% |