SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $3,694 | +70.3% | 52,007 | +62.7% | 0.92% | +81.3% |
Q1 2023 | $2,169 | +4.2% | 31,971 | +0.8% | 0.51% | -19.4% |
Q4 2022 | $2,081 | -99.9% | 31,724 | +2.3% | 0.63% | +14.8% |
Q3 2022 | $1,877,000 | -2.8% | 31,006 | +0.7% | 0.55% | +7.9% |
Q2 2022 | $1,931,000 | -12.7% | 30,785 | -3.4% | 0.51% | -2.7% |
Q1 2022 | $2,213,000 | -54.5% | 31,860 | -47.3% | 0.52% | -52.2% |
Q4 2021 | $4,864,000 | +4.8% | 60,481 | -0.1% | 1.09% | -16.2% |
Q3 2021 | $4,641,000 | -0.9% | 60,542 | -3.8% | 1.30% | -40.2% |
Q2 2021 | $4,684,000 | 0.0% | 62,934 | 0.0% | 2.18% | +5.3% |
Q1 2021 | $4,684,000 | +9.5% | 62,934 | +0.4% | 2.08% | +2.9% |
Q4 2020 | $4,276,000 | – | 62,710 | – | 2.02% | – |
Download |
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% |