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 | $3,131,172 | -0.2% | 46,264 | +4.7% | 2.13% | +2.2% |
| Q2 2023 | $3,138,019 | +7.7% | 44,179 | +2.9% | 2.08% | +2.2% |
| Q1 2023 | $2,913,365 | +7.5% | 42,938 | +4.0% | 2.04% | +2.0% |
| Q4 2022 | $2,709,661 | +8.2% | 41,300 | -0.2% | 2.00% | 0.0% |
| Q3 2022 | $2,504,000 | +1.5% | 41,368 | +5.2% | 2.00% | +5.2% |
| Q2 2022 | $2,467,000 | -16.7% | 39,325 | +0.8% | 1.90% | -7.9% |
| Q1 2022 | $2,960,000 | +3.8% | 39,025 | +10.0% | 2.06% | +2.4% |
| Q4 2021 | $2,853,000 | – | 35,478 | – | 2.01% | – |
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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% |