SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,015,076 | -4.7% | 44,549 | 0.0% | 0.23% | -2.1% |
| Q2 2023 | $3,164,315 | +3.5% | 44,549 | -1.2% | 0.24% | -3.6% |
| Q1 2023 | $3,058,271 | -3.7% | 45,074 | -6.9% | 0.25% | -10.1% |
| Q4 2022 | $3,175,130 | +6.8% | 48,394 | -1.5% | 0.28% | -3.5% |
| Q3 2022 | $2,973,000 | -5.8% | 49,108 | -2.4% | 0.29% | +3.6% |
| Q2 2022 | $3,156,000 | -17.1% | 50,318 | +0.2% | 0.28% | -1.8% |
| Q1 2022 | $3,808,000 | -6.6% | 50,203 | -0.9% | 0.28% | -5.7% |
| Q4 2021 | $4,078,000 | +5.2% | 50,638 | +0.1% | 0.30% | -1.3% |
| Q3 2021 | $3,878,000 | -2.6% | 50,583 | -0.6% | 0.30% | -15.6% |
| Q2 2021 | $3,982,000 | +4.6% | 50,873 | -0.5% | 0.36% | -3.2% |
| Q1 2021 | $3,807,000 | +9.4% | 51,153 | +0.2% | 0.37% | -1.9% |
| Q4 2020 | $3,479,000 | +39.9% | 51,026 | +13.8% | 0.38% | +22.0% |
| Q3 2020 | $2,487,000 | +0.5% | 44,831 | -4.7% | 0.31% | -7.2% |
| Q2 2020 | $2,475,000 | -34.3% | 47,036 | -47.4% | 0.33% | -46.3% |
| Q1 2020 | $3,767,000 | -36.6% | 89,351 | -9.6% | 0.62% | -15.9% |
| Q4 2019 | $5,946,000 | +21.1% | 98,861 | +13.9% | 0.74% | +11.8% |
| Q3 2019 | $4,909,000 | +12.2% | 86,821 | +13.3% | 0.66% | +10.6% |
| Q2 2019 | $4,377,000 | -39.0% | 76,661 | -40.8% | 0.60% | +18.7% |
| Q1 2019 | $7,176,000 | +200.8% | 129,552 | +160.2% | 0.50% | +28.7% |
| Q4 2018 | $2,386,000 | +41.0% | 49,788 | +70.2% | 0.39% | +64.6% |
| Q3 2018 | $1,692,000 | +14.9% | 29,258 | +9.1% | 0.24% | +9.7% |
| Q2 2018 | $1,472,000 | +7.2% | 26,823 | +3.3% | 0.22% | +6.4% |
| Q1 2018 | $1,373,000 | +1.9% | 25,963 | +2.6% | 0.20% | +5.2% |
| Q4 2017 | $1,348,000 | +14.2% | 25,308 | +7.4% | 0.19% | +6.6% |
| Q3 2017 | $1,180,000 | +5.9% | 23,558 | +1.9% | 0.18% | +3.4% |
| Q2 2017 | $1,114,000 | +20.6% | 23,128 | +18.5% | 0.18% | +19.0% |
| Q1 2017 | $924,000 | +6.9% | 19,518 | +2.0% | 0.15% | +1.4% |
| Q4 2016 | $864,000 | +18.2% | 19,128 | +13.8% | 0.14% | +15.1% |
| Q3 2016 | $731,000 | +0.6% | 16,808 | -2.9% | 0.13% | 0.0% |
| Q2 2016 | $727,000 | +8.5% | 17,303 | +4.8% | 0.13% | +9.6% |
| Q1 2016 | $670,000 | +78.2% | 16,508 | +76.0% | 0.12% | +79.7% |
| Q4 2015 | $376,000 | – | 9,380 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |