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 | $475,542 | -7.2% | 7,081 | +0.0% | 0.05% | -12.7% |
| Q2 2023 | $512,651 | +8.3% | 7,080 | +0.0% | 0.06% | -11.3% |
| Q1 2023 | $473,362 | +2.8% | 7,079 | +3.4% | 0.06% | -10.1% |
| Q4 2022 | $460,532 | +12.3% | 6,845 | +1.1% | 0.07% | -15.9% |
| Q3 2022 | $410,000 | -3.5% | 6,769 | 0.0% | 0.08% | -10.9% |
| Q2 2022 | $425,000 | -20.3% | 6,769 | -2.9% | 0.09% | -22.7% |
| Q1 2022 | $533,000 | -2.6% | 6,971 | 0.0% | 0.12% | -29.6% |
| Q4 2021 | $547,000 | – | 6,971 | – | 0.17% | – |
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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% |