SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,271 | -10.7% | 8,256 | -6.4% | 0.01% | -14.3% |
| Q2 2023 | $626,238 | +18.1% | 8,817 | +12.9% | 0.01% | +16.7% |
| Q1 2023 | $530,105 | -1.4% | 7,812 | -4.7% | 0.01% | 0.0% |
| Q4 2022 | $537,733 | +7.8% | 8,196 | -0.4% | 0.01% | 0.0% |
| Q3 2022 | $499,000 | -3.1% | 8,232 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $515,000 | -30.9% | 8,187 | -16.9% | 0.01% | -25.0% |
| Q1 2022 | $745,000 | -6.3% | 9,852 | -0.3% | 0.01% | 0.0% |
| Q4 2021 | $795,000 | +7.1% | 9,879 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $742,000 | -2.4% | 9,658 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $760,000 | +16.9% | 9,731 | +2.1% | 0.01% | +14.3% |
| Q4 2020 | $650,000 | +23.1% | 9,530 | -0.1% | 0.01% | 0.0% |
| Q3 2020 | $528,000 | +1220.0% | 9,539 | +908.4% | 0.01% | +600.0% |
| Q1 2020 | $40,000 | +900.0% | 946 | +1232.4% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | -77.8% | 71 | -81.1% | 0.00% | – |
| Q2 2017 | $18,000 | – | 375 | – | 0.00% | – |
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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% |