SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $639,985 | +3.0% | 9,456 | +8.1% | 0.15% | +0.7% |
| Q2 2023 | $621,613 | +5.1% | 8,751 | +0.4% | 0.15% | -36.9% |
| Q1 2023 | $591,343 | +2.6% | 8,715 | +1.7% | 0.24% | +0.9% |
| Q4 2022 | $576,554 | +7.8% | 8,569 | -1.4% | 0.23% | -4.1% |
| Q3 2022 | $535,000 | -6.5% | 8,692 | +0.6% | 0.24% | -4.3% |
| Q2 2022 | $572,000 | -5.8% | 8,640 | +1.0% | 0.26% | +10.9% |
| Q1 2022 | $607,000 | -50.0% | 8,556 | -43.1% | 0.23% | -43.9% |
| Q4 2021 | $1,215,000 | +2.4% | 15,026 | +1.2% | 0.41% | -8.1% |
| Q3 2021 | $1,187,000 | -73.5% | 14,843 | -74.9% | 0.45% | -77.0% |
| Q2 2021 | $4,484,000 | +34.5% | 59,098 | +32.0% | 1.94% | +16.2% |
| Q1 2021 | $3,333,000 | +364.2% | 44,784 | +325.5% | 1.67% | +255.1% |
| Q4 2020 | $718,000 | – | 10,524 | – | 0.47% | – |
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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% |