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 | $443,845 | -9.7% | 6,558 | -5.2% | 0.04% | +8.8% |
| Q2 2023 | $491,385 | +11.5% | 6,918 | +6.5% | 0.03% | +6.2% |
| Q1 2023 | $440,754 | -44.4% | 6,496 | -46.2% | 0.03% | -43.9% |
| Q4 2022 | $792,634 | +4.6% | 12,081 | -3.6% | 0.06% | -8.1% |
| Q3 2022 | $758,000 | -3.6% | 12,528 | 0.0% | 0.06% | +5.1% |
| Q2 2022 | $786,000 | -9.8% | 12,528 | +9.1% | 0.06% | +1.7% |
| Q1 2022 | $871,000 | -5.8% | 11,485 | 0.0% | 0.06% | -1.7% |
| Q4 2021 | $925,000 | +7.3% | 11,485 | +2.2% | 0.06% | -3.3% |
| Q3 2021 | $862,000 | -2.0% | 11,239 | 0.0% | 0.06% | -7.6% |
| Q2 2021 | $880,000 | +5.0% | 11,239 | -0.1% | 0.07% | +3.1% |
| Q1 2021 | $838,000 | -1.5% | 11,253 | -9.8% | 0.06% | -5.9% |
| Q4 2020 | $851,000 | +23.0% | 12,469 | 0.0% | 0.07% | +9.7% |
| Q3 2020 | $692,000 | -20.6% | 12,469 | -24.8% | 0.06% | -24.4% |
| Q2 2020 | $872,000 | +15.2% | 16,571 | -7.7% | 0.08% | -3.5% |
| Q1 2020 | $757,000 | -16.7% | 17,963 | +18.9% | 0.08% | -1.2% |
| Q4 2019 | $909,000 | -40.4% | 15,113 | -48.1% | 0.09% | -2.3% |
| Q3 2019 | $1,525,000 | +76.7% | 29,111 | +93.2% | 0.09% | -4.3% |
| Q2 2019 | $863,000 | +11.4% | 15,067 | +7.7% | 0.09% | +5.7% |
| Q1 2019 | $775,000 | – | 13,996 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 260,961 | $18,536,040 | 11.49% |
| Newton One Investments LLC | 214,186 | $15,213,600 | 8.73% |
| FINANCIAL CONSULATE, INC | 281,516 | $19,996,076 | 8.48% |
| Mokosak Advisory Group, LLC | 301,551 | $21,421,300 | 8.47% |
| Legacy Wealth Management, Inc | 1,362,290 | $96,763,441 | 8.19% |
| Pillar Wealth Advisors, LLC | 137,233 | $9,747,630 | 8.14% |
| Noble Family Wealth, LLC | 339,796 | $24,135,710 | 7.85% |
| Fragasso Financial Advisors Inc | 1,003,401 | $71,271,564 | 7.62% |
| Summit Financial Strategies, Inc. | 568,768 | $40,399,591 | 7.54% |
| HHM Wealth Advisors, LLC | 550,597 | $39,108,876 | 7.33% |