SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 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% | – |
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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% |