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% | – |
Download | ||||||
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% |