SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $355,278 | +3.6% | 5,415 | -4.7% | 0.13% | -0.8% |
| Q3 2022 | $343,000 | -27.2% | 5,681 | -7.5% | 0.13% | -19.4% |
| Q3 2021 | $471,000 | -2.1% | 6,144 | -0.1% | 0.16% | -0.6% |
| Q2 2021 | $481,000 | +0.4% | 6,150 | -4.5% | 0.16% | -4.7% |
| Q1 2021 | $479,000 | +2.6% | 6,441 | -6.1% | 0.17% | -5.1% |
| Q4 2020 | $467,000 | +16.5% | 6,857 | -5.1% | 0.18% | +0.6% |
| Q3 2020 | $401,000 | -1.0% | 7,225 | -6.2% | 0.18% | -10.6% |
| Q2 2020 | $405,000 | – | 7,706 | – | 0.20% | – |
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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% |