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 | $2,578,930 | +14.4% | 38,105 | +20.0% | 1.00% | +14.1% |
| Q2 2023 | $2,254,617 | +23.3% | 31,742 | +17.8% | 0.88% | +16.8% |
| Q1 2023 | $1,828,202 | -5.7% | 26,945 | -8.8% | 0.75% | -13.4% |
| Q4 2022 | $1,937,776 | +30.4% | 29,535 | +20.3% | 0.87% | +17.7% |
| Q3 2022 | $1,486,000 | -36.0% | 24,555 | -33.7% | 0.74% | -26.4% |
| Q2 2022 | $2,322,000 | -26.7% | 37,012 | -11.4% | 1.00% | -16.9% |
| Q1 2022 | $3,168,000 | -0.6% | 41,761 | +5.4% | 1.21% | -3.5% |
| Q4 2021 | $3,186,000 | +1.1% | 39,618 | -3.6% | 1.25% | -7.5% |
| Q3 2021 | $3,150,000 | -6.0% | 41,088 | -4.1% | 1.36% | -5.4% |
| Q2 2021 | $3,352,000 | +9.7% | 42,828 | +4.3% | 1.43% | -3.9% |
| Q1 2021 | $3,055,000 | +6.2% | 41,046 | -2.7% | 1.49% | -6.8% |
| Q4 2020 | $2,877,000 | – | 42,191 | – | 1.60% | – |
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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% |