SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,034,779 | -2.4% | 44,840 | +2.5% | 0.58% | -1.9% |
| Q2 2023 | $3,108,785 | +3.3% | 43,767 | -1.4% | 0.59% | -7.0% |
| Q1 2023 | $3,010,812 | +24.4% | 44,375 | +20.3% | 0.64% | +15.6% |
| Q4 2022 | $2,420,520 | +14.7% | 36,893 | +5.8% | 0.55% | -3.5% |
| Q3 2022 | $2,111,000 | +1.9% | 34,873 | +5.6% | 0.57% | -3.9% |
| Q2 2022 | $2,072,000 | -9.3% | 33,032 | +9.6% | 0.60% | -9.8% |
| Q1 2022 | $2,285,000 | -1.0% | 30,126 | +5.0% | 0.66% | -0.2% |
| Q4 2021 | $2,307,000 | +12.3% | 28,682 | +7.0% | 0.66% | 0.0% |
| Q3 2021 | $2,055,000 | +4.2% | 26,806 | +6.3% | 0.66% | -0.5% |
| Q2 2021 | $1,973,000 | +9.2% | 25,208 | +3.8% | 0.66% | -5.9% |
| Q1 2021 | $1,807,000 | +13.1% | 24,283 | +3.7% | 0.71% | +1.6% |
| Q4 2020 | $1,597,000 | +11.1% | 23,425 | +1.2% | 0.70% | +2.4% |
| Q3 2020 | $1,438,000 | +14.9% | 23,156 | -2.7% | 0.68% | -5.0% |
| Q2 2020 | $1,252,000 | +17.7% | 23,790 | -5.8% | 0.72% | -23.7% |
| Q1 2020 | $1,064,000 | – | 25,245 | – | 0.94% | – |
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% |