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 | $12,565,758 | +20.2% | 185,664 | +26.2% | 7.72% | +15.2% |
| Q2 2023 | $10,451,876 | +7.5% | 147,146 | +8.9% | 6.70% | -4.5% |
| Q1 2023 | $9,725,160 | +8.8% | 135,153 | -0.8% | 7.02% | -0.8% |
| Q4 2022 | $8,934,844 | +154.8% | 136,181 | +135.1% | 7.08% | +123.9% |
| Q3 2022 | $3,506,083 | -78.9% | 57,923 | -72.0% | 3.16% | -67.5% |
| Q4 2021 | $16,629,034 | +6.1% | 206,752 | +1.1% | 9.73% | -3.7% |
| Q3 2021 | $15,670,426 | -0.1% | 204,415 | +2.0% | 10.10% | -1.4% |
| Q2 2021 | $15,679,628 | +1.1% | 200,327 | -3.9% | 10.24% | -0.5% |
| Q1 2021 | $15,508,317 | +10.7% | 208,361 | +1.4% | 10.29% | -3.6% |
| Q4 2020 | $14,011,915 | – | 205,514 | – | 10.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |