SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,898,746 | -5.8% | 72,381 | -1.1% | 2.50% | -4.4% |
| Q2 2023 | $5,200,604 | +4.3% | 73,217 | -0.4% | 2.62% | -1.2% |
| Q1 2023 | $4,986,771 | +101754.0% | 73,497 | -1.5% | 2.65% | -3.7% |
| Q4 2022 | $4,896 | -99.9% | 74,618 | +0.8% | 2.75% | +3.9% |
| Q3 2022 | $4,483,000 | -3.1% | 74,060 | +0.4% | 2.65% | +0.2% |
| Q2 2022 | $4,628,000 | -17.2% | 73,776 | +0.1% | 2.64% | -3.3% |
| Q1 2022 | $5,590,000 | -5.6% | 73,693 | +0.1% | 2.73% | -4.6% |
| Q4 2021 | $5,924,000 | +4.4% | 73,655 | -0.5% | 2.86% | -4.8% |
| Q3 2021 | $5,674,000 | -3.4% | 74,013 | -1.4% | 3.01% | -3.4% |
| Q2 2021 | $5,875,000 | +3.6% | 75,056 | -1.5% | 3.11% | -4.7% |
| Q1 2021 | $5,669,000 | +9.3% | 76,172 | +0.1% | 3.27% | -4.1% |
| Q4 2020 | $5,186,000 | +22.6% | 76,062 | -0.3% | 3.41% | +7.5% |
| Q3 2020 | $4,231,000 | +3.9% | 76,261 | -1.5% | 3.17% | -7.7% |
| Q2 2020 | $4,072,000 | +19.6% | 77,388 | -4.2% | 3.43% | -8.3% |
| Q1 2020 | $3,404,000 | -29.7% | 80,748 | +0.3% | 3.74% | -13.8% |
| Q4 2019 | $4,842,000 | – | 80,506 | – | 4.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |