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 | $318,841 | -4.7% | 4,711 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $334,693 | +4.7% | 4,712 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $319,778 | +3.5% | 4,713 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $309,089 | +8.5% | 4,711 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $285,000 | -21.5% | 4,711 | -18.6% | 0.00% | -25.0% |
| Q2 2022 | $363,000 | -16.0% | 5,785 | +1.6% | 0.00% | 0.0% |
| Q1 2022 | $432,000 | +7.5% | 5,696 | +14.0% | 0.00% | 0.0% |
| Q4 2021 | $402,000 | +41.1% | 4,996 | +34.3% | 0.00% | +33.3% |
| Q3 2021 | $285,000 | -7.5% | 3,720 | -5.5% | 0.00% | 0.0% |
| Q2 2021 | $308,000 | +1183.3% | 3,935 | +1017.9% | 0.00% | – |
| Q4 2020 | $24,000 | +26.3% | 352 | +0.6% | 0.00% | – |
| Q1 2019 | $19,000 | – | 350 | – | 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% |