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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |