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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,420 | -49.9% | 242 | -51.6% | 0.00% | -100.0% |
| Q4 2022 | $32,805 | +5.8% | 500 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | 0.0% | 509 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -18.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -5.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $40,000 | +5.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $38,000 | -2.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $39,000 | +5.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +32.1% | 500 | +22.5% | 0.00% | 0.0% |
| Q4 2020 | $28,000 | +21.7% | 408 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | +9.5% | 408 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | -12.5% | 408 | -28.5% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -48.9% | 571 | -26.4% | 0.00% | -50.0% |
| Q4 2019 | $47,000 | +1466.7% | 776 | +1452.0% | 0.00% | – |
| Q3 2019 | $3,000 | -72.7% | 50 | -73.7% | 0.00% | -100.0% |
| Q2 2019 | $11,000 | – | 190 | – | 0.00% | – |
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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% |