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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,524,672 | -9.5% | 52,078 | -5.0% | 1.50% | -7.1% |
| Q2 2023 | $3,892,843 | -0.8% | 54,803 | -5.3% | 1.61% | -8.6% |
| Q1 2023 | $3,925,565 | +2.7% | 57,857 | -0.7% | 1.76% | -8.3% |
| Q4 2022 | $3,823,482 | +10.1% | 58,276 | +1.5% | 1.92% | -0.2% |
| Q3 2022 | $3,474,000 | -6.6% | 57,394 | -3.2% | 1.92% | -14.9% |
| Q2 2022 | $3,721,000 | -17.7% | 59,314 | -0.5% | 2.26% | -13.5% |
| Q1 2022 | $4,524,000 | -6.8% | 59,641 | -1.2% | 2.62% | -10.8% |
| Q4 2021 | $4,853,000 | +2.9% | 60,336 | -1.9% | 2.93% | -9.3% |
| Q3 2021 | $4,716,000 | -2.3% | 61,521 | -0.2% | 3.23% | -2.7% |
| Q2 2021 | $4,826,000 | -0.4% | 61,651 | -5.2% | 3.32% | -21.9% |
| Q1 2021 | $4,843,000 | +2.7% | 65,059 | -5.9% | 4.25% | -2.3% |
| Q4 2020 | $4,716,000 | – | 69,171 | – | 4.35% | – |
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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% |