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 2022 | $285,000 | -37.4% | 4,552 | -24.2% | 0.10% | -30.7% |
| Q1 2022 | $455,000 | -33.7% | 6,003 | -29.6% | 0.14% | -31.4% |
| Q4 2021 | $686,000 | -6.3% | 8,528 | -10.7% | 0.20% | -19.4% |
| Q3 2021 | $732,000 | -10.4% | 9,546 | -8.6% | 0.25% | -13.7% |
| Q2 2021 | $817,000 | +5.0% | 10,439 | +0.0% | 0.29% | -5.8% |
| Q1 2021 | $778,000 | +6.6% | 10,437 | -2.6% | 0.31% | -15.7% |
| Q4 2020 | $730,000 | – | 10,712 | – | 0.37% | – |
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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% |