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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,165 | -4.0% | 31,996 | +0.8% | 0.91% | +1.3% |
| Q2 2023 | $2,255 | +4.6% | 31,745 | -0.1% | 0.90% | -0.3% |
| Q1 2023 | $2,156 | +2.7% | 31,782 | -0.7% | 0.90% | -3.0% |
| Q4 2022 | $2,100 | -99.9% | 32,003 | +0.1% | 0.93% | +3.0% |
| Q3 2022 | $1,936,000 | -11.2% | 31,986 | +1.6% | 0.91% | +2.8% |
| Q2 2022 | $2,180,000 | -8.3% | 31,496 | +0.5% | 0.88% | +1.4% |
| Q1 2022 | $2,377,000 | +4.0% | 31,330 | +10.3% | 0.87% | +6.4% |
| Q4 2021 | $2,285,000 | +10.6% | 28,410 | +5.4% | 0.82% | +6.5% |
| Q3 2021 | $2,066,000 | -2.7% | 26,945 | -0.7% | 0.77% | -2.8% |
| Q2 2021 | $2,124,000 | +0.4% | 27,140 | -4.5% | 0.79% | +7.5% |
| Q1 2021 | $2,116,000 | +18.8% | 28,432 | +8.9% | 0.73% | +5.2% |
| Q4 2020 | $1,781,000 | +39.0% | 26,120 | +13.1% | 0.70% | +20.3% |
| Q3 2020 | $1,281,000 | – | 23,086 | – | 0.58% | – |
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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% |