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 | $765,528 | -9.4% | 11,311 | -4.9% | 0.01% | -6.7% |
| Q2 2023 | $845,257 | +3.8% | 11,900 | -0.8% | 0.02% | 0.0% |
| Q1 2023 | $814,200 | -4.1% | 12,000 | -7.2% | 0.02% | -11.8% |
| Q4 2022 | $848,665 | +8.4% | 12,935 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $783,000 | -3.5% | 12,935 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $811,000 | -17.3% | 12,935 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $981,000 | -18.0% | 12,935 | -13.0% | 0.02% | -10.0% |
| Q4 2021 | $1,197,000 | +36.3% | 14,875 | +29.9% | 0.02% | +25.0% |
| Q3 2021 | $878,000 | -2.0% | 11,450 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $896,000 | +20.3% | 11,450 | +14.5% | 0.02% | +13.3% |
| Q1 2021 | $745,000 | +8.1% | 10,000 | -1.0% | 0.02% | +7.1% |
| Q4 2020 | $689,000 | +23.0% | 10,100 | 0.0% | 0.01% | +7.7% |
| Q3 2020 | $560,000 | -6.4% | 10,100 | -11.0% | 0.01% | -13.3% |
| Q2 2020 | $598,000 | +29.7% | 11,350 | +3.7% | 0.02% | +15.4% |
| Q1 2020 | $461,000 | +54.7% | 10,950 | +121.2% | 0.01% | +85.7% |
| Q4 2019 | $298,000 | +10.8% | 4,950 | +4.2% | 0.01% | 0.0% |
| Q3 2019 | $269,000 | – | 4,750 | – | 0.01% | – |
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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% |