SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $24,931 | +13.3% | 380 | +1.3% | 0.00% | – |
| Q3 2022 | $22,000 | +15.8% | 375 | +19.0% | 0.00% | – |
| Q2 2022 | $19,000 | -34.5% | 315 | -20.3% | 0.00% | – |
| Q1 2022 | $29,000 | -38.3% | 395 | -33.1% | 0.00% | – |
| Q4 2021 | $47,000 | +683.3% | 590 | +637.5% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | +20.0% | 80 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | -58.3% | 80 | -55.6% | 0.00% | – |
| Q4 2020 | $12,000 | +33.3% | 180 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2020 | $9,000 | -10.0% | 180 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q4 2019 | $10,000 | -88.6% | 180 | -88.5% | 0.00% | – |
| Q3 2019 | $88,000 | -1.1% | 1,564 | 0.0% | 0.00% | – |
| Q2 2019 | $89,000 | +3.5% | 1,564 | +0.1% | 0.00% | – |
| Q1 2019 | $86,000 | +975.0% | 1,563 | +768.3% | 0.00% | – |
| Q4 2018 | $8,000 | -11.1% | 180 | 0.0% | 0.00% | – |
| Q3 2017 | $9,000 | +12.5% | 180 | 0.0% | 0.00% | – |
| Q2 2017 | $8,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q1 2017 | $8,000 | -20.0% | 180 | -21.4% | 0.00% | – |
| Q4 2016 | $10,000 | +11.1% | 229 | 0.0% | 0.00% | – |
| Q3 2016 | $9,000 | +125.0% | 229 | +129.0% | 0.00% | – |
| Q2 2015 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2015 | $4,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |