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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |