SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
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. | 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% |