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 | $870,365 | +120.8% | 12,860 | +131.7% | 0.30% | +122.2% |
Q2 2023 | $394,217 | +3238.0% | 5,550 | +2983.3% | 0.14% | +3275.0% |
Q4 2022 | $11,810 | -2.4% | 180 | -10.0% | 0.00% | -20.0% |
Q3 2022 | $12,106 | -3.5% | 200 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $12,546 | -17.3% | 200 | 0.0% | 0.01% | -16.7% |
Q1 2022 | $15,172 | -5.7% | 200 | 0.0% | 0.01% | -14.3% |
Q4 2021 | $16,086 | -61.3% | 200 | -63.1% | 0.01% | -63.2% |
Q3 2021 | $41,550 | – | 542 | – | 0.02% | – |
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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% |