SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,314 | -6.5% | 34,196 | -1.9% | 0.28% | -4.8% |
| Q2 2023 | $2,475 | +4.3% | 34,841 | -0.4% | 0.29% | -2.0% |
| Q1 2023 | $2,374 | +2.5% | 34,989 | -0.9% | 0.30% | -9.8% |
| Q4 2022 | $2,315 | -99.9% | 35,291 | -4.1% | 0.33% | -2.4% |
| Q3 2022 | $2,228,000 | -6.4% | 36,815 | -3.0% | 0.34% | -3.2% |
| Q2 2022 | $2,380,000 | -18.0% | 37,943 | -0.8% | 0.35% | -6.5% |
| Q1 2022 | $2,902,000 | -9.1% | 38,255 | -3.6% | 0.37% | -8.0% |
| Q4 2021 | $3,193,000 | +0.1% | 39,694 | -4.6% | 0.40% | -11.5% |
| Q3 2021 | $3,190,000 | -2.8% | 41,611 | -0.8% | 0.45% | -7.5% |
| Q2 2021 | $3,282,000 | -0.9% | 41,935 | -5.8% | 0.49% | -14.3% |
| Q1 2021 | $3,312,000 | -48.6% | 44,501 | -52.9% | 0.57% | -54.1% |
| Q4 2020 | $6,442,000 | – | 94,487 | – | 1.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |