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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $908,000 | -28.4% | 11,964 | -24.1% | 0.56% | -24.4% |
| Q4 2021 | $1,268,000 | -2.8% | 15,770 | -7.3% | 0.74% | -6.3% |
| Q3 2021 | $1,304,000 | +4.1% | 17,013 | +6.3% | 0.79% | 0.0% |
| Q2 2021 | $1,253,000 | +19.2% | 16,010 | +13.4% | 0.79% | +16.3% |
| Q1 2021 | $1,051,000 | +26.5% | 14,117 | +15.8% | 0.68% | +4.3% |
| Q4 2020 | $831,000 | +31.1% | 12,195 | +6.8% | 0.65% | +22.0% |
| Q3 2020 | $634,000 | +16.1% | 11,419 | +10.1% | 0.54% | +13.3% |
| Q2 2020 | $546,000 | +79.0% | 10,372 | +43.3% | 0.47% | +51.1% |
| Q1 2020 | $305,000 | -19.5% | 7,236 | +14.8% | 0.31% | -2.8% |
| Q4 2019 | $379,000 | – | 6,304 | – | 0.32% | – |
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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% |