SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,893,219 | -0.3% | 72,299 | +4.6% | 3.10% | +3.0% |
| Q2 2023 | $4,908,385 | +5.5% | 69,103 | +0.8% | 3.01% | -3.8% |
| Q1 2023 | $4,652,629 | +3.4% | 68,572 | -0.1% | 3.13% | -8.4% |
| Q4 2022 | $4,501,286 | +79.6% | 68,607 | +109.9% | 3.42% | +37.2% |
| Q3 2022 | $2,506,000 | 0.0% | 32,690 | 0.0% | 2.49% | 0.0% |
| Q2 2022 | $2,506,000 | -47.7% | 32,690 | -48.2% | 2.49% | -36.5% |
| Q1 2022 | $4,792,000 | -12.5% | 63,165 | -7.2% | 3.93% | -13.0% |
| Q4 2021 | $5,474,000 | +118.4% | 68,060 | +108.2% | 4.52% | +81.2% |
| Q3 2021 | $2,506,000 | -13.8% | 32,690 | -12.0% | 2.49% | -12.3% |
| Q2 2021 | $2,908,000 | +3.0% | 37,147 | +2.2% | 2.84% | +1.3% |
| Q1 2021 | $2,822,000 | +18.5% | 36,336 | +4.1% | 2.80% | +23.2% |
| Q4 2020 | $2,381,000 | – | 34,918 | – | 2.28% | – |
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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% |