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 | $63,011 | -27.7% | 931 | -24.2% | 0.01% | -26.7% |
| Q2 2023 | $87,209 | +5.0% | 1,228 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $83,064 | +4.1% | 1,224 | +0.7% | 0.02% | 0.0% |
| Q4 2022 | $79,799 | +45.1% | 1,216 | +33.3% | 0.02% | +50.0% |
| Q3 2022 | $55,000 | -3.5% | 912 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $57,000 | -40.6% | 908 | -28.3% | 0.01% | -75.6% |
| Q1 2022 | $96,000 | -7.7% | 1,267 | -2.2% | 0.04% | -8.9% |
| Q4 2021 | $104,000 | – | 1,295 | – | 0.04% | – |
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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% |