SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,681,182 | -5.1% | 54,391 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $3,877,055 | +1.7% | 54,583 | -2.8% | 0.01% | 0.0% |
| Q1 2023 | $3,810,632 | +8.6% | 56,163 | +5.0% | 0.01% | 0.0% |
| Q4 2022 | $3,508,983 | -28.7% | 53,482 | -34.2% | 0.01% | -37.5% |
| Q3 2022 | $4,921,000 | -7.9% | 81,303 | -4.6% | 0.01% | 0.0% |
| Q2 2022 | $5,346,000 | -6.1% | 85,233 | +13.6% | 0.01% | 0.0% |
| Q1 2022 | $5,692,000 | +0.6% | 75,027 | +6.7% | 0.01% | +14.3% |
| Q4 2021 | $5,657,000 | -3.8% | 70,333 | -8.3% | 0.01% | -22.2% |
| Q3 2021 | $5,882,000 | -0.9% | 76,724 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $5,938,000 | +5.6% | 75,864 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $5,621,000 | +39.7% | 75,530 | +28.0% | 0.01% | +28.6% |
| Q4 2020 | $4,024,000 | +45.7% | 59,010 | +18.5% | 0.01% | +16.7% |
| Q3 2020 | $2,762,000 | +33.9% | 49,788 | +27.0% | 0.01% | +20.0% |
| Q2 2020 | $2,062,000 | -19.5% | 39,194 | -35.5% | 0.01% | -28.6% |
| Q1 2020 | $2,561,000 | +67.7% | 60,802 | +139.6% | 0.01% | +133.3% |
| Q4 2019 | $1,527,000 | +89.0% | 25,376 | +77.9% | 0.00% | +50.0% |
| Q3 2019 | $808,000 | -53.0% | 14,262 | -52.6% | 0.00% | -50.0% |
| Q2 2019 | $1,718,000 | +474.6% | 30,068 | +457.8% | 0.00% | +300.0% |
| Q1 2019 | $299,000 | +32.3% | 5,390 | +38.8% | 0.00% | 0.0% |
| Q3 2018 | $226,000 | -8.9% | 3,882 | -29.4% | 0.00% | 0.0% |
| Q4 2016 | $248,000 | – | 5,496 | – | 0.00% | – |
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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% |