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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,694,374 | -3.5% | 25,035 | +1.2% | 1.56% | +0.4% |
| Q2 2023 | $1,756,460 | +14.0% | 24,728 | +8.9% | 1.56% | +10.5% |
| Q1 2023 | $1,540,146 | +7.3% | 22,699 | +3.8% | 1.41% | +1.2% |
| Q4 2022 | $1,435,269 | +6.5% | 21,876 | -1.7% | 1.39% | -0.9% |
| Q3 2022 | $1,348,000 | -8.7% | 22,264 | -5.5% | 1.40% | -1.3% |
| Q2 2022 | $1,477,000 | -19.7% | 23,549 | -2.9% | 1.42% | -7.0% |
| Q1 2022 | $1,839,000 | -20.4% | 24,245 | -15.6% | 1.53% | -7.9% |
| Q4 2021 | $2,311,000 | -2.3% | 28,732 | -6.9% | 1.66% | -4.2% |
| Q3 2021 | $2,366,000 | -0.5% | 30,858 | +1.6% | 1.73% | +0.9% |
| Q2 2021 | $2,378,000 | +0.3% | 30,382 | -4.6% | 1.72% | -2.9% |
| Q1 2021 | $2,370,000 | +30.7% | 31,845 | +19.7% | 1.77% | +11.2% |
| Q4 2020 | $1,814,000 | +23.2% | 26,605 | +0.2% | 1.59% | +3.8% |
| Q3 2020 | $1,473,000 | +8.0% | 26,555 | +2.5% | 1.53% | +0.9% |
| Q2 2020 | $1,364,000 | +9.4% | 25,914 | -12.4% | 1.52% | -8.0% |
| Q1 2020 | $1,247,000 | -34.4% | 29,581 | -6.4% | 1.65% | -10.7% |
| Q4 2019 | $1,901,000 | – | 31,601 | – | 1.85% | – |
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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% |