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 | $207,735 | -4.7% | 3,069 | 0.0% | 0.11% | -3.6% |
| Q2 2023 | $218,008 | +4.7% | 3,069 | 0.0% | 0.11% | -3.5% |
| Q1 2023 | $208,238 | -15.8% | 3,069 | -18.6% | 0.11% | -20.3% |
| Q4 2022 | $247,283 | +106948.9% | 3,769 | -1.2% | 0.14% | -2.7% |
| Q3 2022 | $231 | -3.3% | 3,816 | +0.0% | 0.15% | +1.4% |
| Q2 2022 | $239 | -17.3% | 3,815 | 0.0% | 0.14% | -2.7% |
| Q1 2022 | $289 | -5.9% | 3,815 | +0.1% | 0.15% | -2.6% |
| Q4 2021 | $307 | +5.1% | 3,813 | 0.0% | 0.15% | -6.1% |
| Q3 2021 | $292 | -3.3% | 3,813 | -1.3% | 0.16% | -6.3% |
| Q2 2021 | $302 | +5.2% | 3,862 | 0.0% | 0.17% | -4.4% |
| Q1 2021 | $287 | +8.7% | 3,862 | 0.0% | 0.18% | +1.1% |
| Q4 2020 | $264 | +22.8% | 3,862 | +0.0% | 0.18% | +7.1% |
| Q3 2020 | $215 | +5.9% | 3,861 | +0.0% | 0.17% | -4.0% |
| Q2 2020 | $203 | – | 3,860 | – | 0.18% | – |
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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% |