SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,297 | -7.0% | 4,053 | -2.4% | 0.10% | -5.5% |
| Q2 2023 | $294,850 | +4.7% | 4,151 | +0.0% | 0.11% | -4.3% |
| Q1 2023 | $281,517 | -0.9% | 4,149 | -4.1% | 0.12% | -7.3% |
| Q4 2022 | $283,992 | +13.1% | 4,328 | +4.4% | 0.12% | +4.2% |
| Q3 2022 | $251,000 | -3.5% | 4,145 | -0.0% | 0.12% | +2.6% |
| Q2 2022 | $260,000 | -47.9% | 4,147 | -37.0% | 0.12% | -41.4% |
| Q1 2022 | $499,000 | -14.3% | 6,583 | -9.0% | 0.20% | -16.1% |
| Q4 2021 | $582,000 | – | 7,233 | – | 0.24% | – |
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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% |