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 | $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. | 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% |