SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $237,000 | -5.6% | 3,022 | -10.4% | 0.19% | -32.9% |
| Q1 2021 | $251,000 | -27.9% | 3,372 | -34.0% | 0.29% | -29.4% |
| Q4 2020 | $348,000 | -27.5% | 5,110 | -40.9% | 0.40% | -32.6% |
| Q3 2020 | $480,000 | -35.3% | 8,644 | -33.3% | 0.60% | -35.4% |
| Q2 2020 | $742,000 | -62.3% | 12,953 | -72.2% | 0.93% | -62.1% |
| Q1 2020 | $1,967,000 | -54.1% | 46,648 | -34.5% | 2.45% | -46.1% |
| Q4 2019 | $4,284,000 | – | 71,225 | – | 4.55% | – |
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% |