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 | $928,314 | +6.6% | 13,716 | +11.9% | 0.00% | – |
| Q2 2023 | $870,575 | -53.4% | 12,256 | -55.5% | 0.00% | – |
| Q1 2023 | $1,867,048 | +110.3% | 27,518 | +103.4% | 0.00% | – |
| Q4 2022 | $887,769 | +14.6% | 13,531 | +5.7% | 0.00% | – |
| Q3 2022 | $775,000 | -7.3% | 12,804 | -3.9% | 0.00% | – |
| Q2 2022 | $836,000 | -26.4% | 13,324 | -11.0% | 0.00% | – |
| Q1 2022 | $1,136,000 | +4.4% | 14,972 | +10.7% | 0.00% | – |
| Q4 2021 | $1,088,000 | +25.3% | 13,526 | +19.4% | 0.00% | – |
| Q3 2021 | $868,000 | +7.7% | 11,326 | +10.0% | 0.00% | – |
| Q2 2021 | $806,000 | +65.2% | 10,300 | +57.1% | 0.00% | – |
| Q1 2021 | $488,000 | +37.1% | 6,555 | +25.4% | 0.00% | – |
| Q4 2020 | $356,000 | +21.5% | 5,228 | -1.1% | 0.00% | – |
| Q3 2020 | $293,000 | +152.6% | 5,284 | +139.6% | 0.00% | – |
| Q2 2020 | $116,000 | +58.9% | 2,205 | +28.6% | 0.00% | – |
| Q1 2020 | $73,000 | -65.2% | 1,715 | -51.0% | 0.00% | – |
| Q4 2019 | $210,000 | +26.5% | 3,500 | +19.0% | 0.00% | – |
| Q3 2019 | $166,000 | +14.5% | 2,941 | +15.9% | 0.00% | – |
| Q2 2019 | $145,000 | +10.7% | 2,537 | +7.4% | 0.00% | – |
| Q1 2019 | $131,000 | +42.4% | 2,363 | +23.2% | 0.00% | – |
| Q4 2018 | $92,000 | -20.0% | 1,918 | -4.1% | 0.00% | – |
| Q3 2018 | $115,000 | – | 2,000 | – | 0.00% | – |
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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% |