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 | $3,206,272 | -3.4% | 47,374 | +1.4% | 0.03% | -3.0% |
| Q2 2023 | $3,319,374 | +4.8% | 46,732 | +0.1% | 0.03% | -2.9% |
| Q1 2023 | $3,167,240 | +0.7% | 46,680 | -2.6% | 0.03% | +21.4% |
| Q4 2022 | $3,143,900 | -99.9% | 47,918 | -46.9% | 0.03% | -3.4% |
| Q3 2022 | $2,735,733,000 | +99345.0% | 90,288 | +105.9% | 0.03% | +3.6% |
| Q2 2022 | $2,751,000 | -16.3% | 43,852 | +1.2% | 0.03% | -17.6% |
| Q1 2022 | $3,287,000 | +1.3% | 43,330 | +7.4% | 0.03% | +3.0% |
| Q4 2021 | $3,244,000 | -92.1% | 40,329 | -92.4% | 0.03% | -91.9% |
| Q3 2021 | $40,853,000 | +1190.0% | 532,906 | +1216.9% | 0.41% | +1033.3% |
| Q2 2021 | $3,167,000 | -2.4% | 40,468 | -7.2% | 0.04% | -12.2% |
| Q1 2021 | $3,246,000 | -91.3% | 43,611 | -92.1% | 0.04% | -90.5% |
| Q4 2020 | $37,353,000 | -98.5% | 549,151 | +1040.1% | 0.43% | +802.1% |
| Q3 2020 | $2,553,000,000 | – | 48,169 | – | 0.05% | – |
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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% |