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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $801,534 | -4.7% | 11,843 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $841,208 | +4.7% | 11,843 | 0.0% | 0.10% | -0.9% |
| Q1 2023 | $803,548 | +3.4% | 11,843 | 0.0% | 0.11% | -2.8% |
| Q4 2022 | $777,019 | +8.4% | 11,843 | 0.0% | 0.11% | -6.0% |
| Q3 2022 | $717,000 | -3.5% | 11,843 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $743,000 | -19.6% | 11,843 | -2.8% | 0.12% | -10.1% |
| Q1 2022 | $924,000 | -5.7% | 12,183 | 0.0% | 0.13% | -7.2% |
| Q4 2021 | $980,000 | +11.6% | 12,183 | +6.3% | 0.14% | +1.5% |
| Q3 2021 | $878,000 | -2.1% | 11,458 | 0.0% | 0.14% | -2.8% |
| Q2 2021 | $897,000 | +6.2% | 11,458 | +0.9% | 0.14% | +2.9% |
| Q1 2021 | $845,000 | +9.2% | 11,358 | 0.0% | 0.14% | -0.7% |
| Q4 2020 | $774,000 | +22.9% | 11,358 | 0.0% | 0.14% | +16.0% |
| Q3 2020 | $630,000 | +5.9% | 11,358 | +0.5% | 0.12% | -1.7% |
| Q2 2020 | $595,000 | – | 11,298 | – | 0.12% | – |
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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% |