SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $641,742 | -4.7% | 9,482 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $673,506 | +4.7% | 9,482 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $643,354 | +103333.1% | 9,482 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $622 | -99.9% | 9,482 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $574,000 | -3.5% | 9,482 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $595,000 | -17.2% | 9,482 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $719,000 | -75.2% | 9,482 | -73.7% | 0.02% | -74.1% |
| Q4 2021 | $2,898,000 | -1.4% | 36,033 | -6.0% | 0.08% | -29.2% |
| Q3 2021 | $2,939,000 | -2.1% | 38,342 | 0.0% | 0.12% | -3.2% |
| Q2 2021 | $3,001,000 | +5.2% | 38,342 | 0.0% | 0.12% | +0.8% |
| Q1 2021 | $2,854,000 | +2.8% | 38,342 | -5.8% | 0.12% | -3.1% |
| Q4 2020 | $2,775,000 | +22.9% | 40,703 | 0.0% | 0.13% | +9.5% |
| Q3 2020 | $2,258,000 | +5.4% | 40,703 | 0.0% | 0.12% | +2.7% |
| Q2 2020 | $2,142,000 | +24.8% | 40,703 | 0.0% | 0.11% | +8.7% |
| Q1 2020 | $1,716,000 | -34.2% | 40,703 | -6.2% | 0.10% | -16.8% |
| Q4 2019 | $2,609,000 | +6.0% | 43,371 | -0.4% | 0.12% | -1.6% |
| Q3 2019 | $2,462,000 | -10.6% | 43,541 | -9.8% | 0.13% | -13.6% |
| Q2 2019 | $2,755,000 | -4.0% | 48,249 | -6.9% | 0.15% | -4.5% |
| Q1 2019 | $2,870,000 | +15.6% | 51,808 | 0.0% | 0.15% | +3.4% |
| Q4 2018 | $2,483,000 | -16.6% | 51,808 | +0.6% | 0.15% | -4.5% |
| Q3 2018 | $2,979,000 | – | 51,505 | – | 0.16% | – |
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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% |