SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,976,000 | -7.7% | 91,958 | -2.2% | 1.51% | -27.8% |
| Q4 2021 | $7,560,000 | +3.1% | 93,990 | -1.7% | 2.09% | +7.1% |
| Q3 2021 | $7,330,000 | +2.2% | 95,619 | +4.4% | 1.95% | +3.2% |
| Q2 2021 | $7,171,000 | +14.2% | 91,622 | +8.6% | 1.89% | +7.8% |
| Q1 2021 | $6,280,000 | -52.7% | 84,368 | -56.7% | 1.75% | -38.4% |
| Q4 2020 | $13,272,000 | +207.9% | 194,655 | +150.5% | 2.84% | +117.4% |
| Q3 2020 | $4,311,000 | -41.8% | 77,695 | -44.8% | 1.31% | -45.5% |
| Q2 2020 | $7,407,000 | +229.1% | 140,772 | +163.7% | 2.40% | +128.4% |
| Q1 2020 | $2,251,000 | -65.9% | 53,393 | -51.4% | 1.05% | -56.6% |
| Q4 2019 | $6,602,000 | – | 109,753 | – | 2.42% | – |
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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% |