SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,994,250 | -2.7% | 103,344 | +2.1% | 0.73% | +0.3% |
| Q2 2023 | $7,191,831 | +29.9% | 101,251 | -78.4% | 0.73% | +136.9% |
| Q1 2023 | $5,535,170 | -14.5% | 468,089 | +374.5% | 0.31% | +6.9% |
| Q4 2022 | $6,471,907 | +5.0% | 98,642 | -3.1% | 0.29% | -20.6% |
| Q3 2022 | $6,164,000 | -3.9% | 101,842 | +1.1% | 0.36% | -36.1% |
| Q2 2022 | $6,412,000 | -13.6% | 100,757 | +3.0% | 0.57% | +36.4% |
| Q1 2022 | $7,418,000 | +2.1% | 97,791 | +8.2% | 0.42% | -32.0% |
| Q4 2021 | $7,267,000 | +22.4% | 90,354 | +13.3% | 0.62% | +29.5% |
| Q1 2021 | $5,936,000 | +8.3% | 79,749 | -0.8% | 0.48% | -6.1% |
| Q4 2020 | $5,479,000 | – | 80,366 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |