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 | $1,539,059 | -4.3% | 23,119 | +5.3% | 1.10% | -2.4% |
| Q2 2023 | $1,609,044 | +16.0% | 21,946 | +4.9% | 1.13% | +6.7% |
| Q1 2023 | $1,386,836 | -8.6% | 20,918 | -1.6% | 1.06% | -9.5% |
| Q4 2022 | $1,517,722 | +43.3% | 21,260 | +21.5% | 1.17% | +26.3% |
| Q3 2022 | $1,059,000 | -5.0% | 17,492 | -0.0% | 0.92% | +1.5% |
| Q2 2022 | $1,115,000 | -7.3% | 17,499 | +3.1% | 0.91% | -3.7% |
| Q1 2022 | $1,203,000 | -8.7% | 16,972 | -1.8% | 0.95% | -4.8% |
| Q4 2021 | $1,318,000 | – | 17,280 | – | 0.99% | – |
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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% |