SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,025,079 | -1.8% | 15,146 | +3.1% | 0.05% | -1.9% |
| Q2 2023 | $1,043,511 | +2.5% | 14,691 | -2.1% | 0.05% | -7.1% |
| Q1 2023 | $1,017,787 | -1.8% | 15,001 | -5.0% | 0.06% | -11.1% |
| Q4 2022 | $1,036,036 | +3.6% | 15,791 | -0.9% | 0.06% | -6.0% |
| Q3 2022 | $1,000,000 | 0.0% | 15,937 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $1,000,000 | -33.7% | 15,937 | -15.0% | 0.07% | -25.6% |
| Q4 2021 | $1,508,000 | -93.4% | 18,749 | -93.7% | 0.09% | -87.6% |
| Q3 2021 | $22,705,000 | +0.9% | 296,182 | +3.0% | 0.72% | +1.0% |
| Q2 2021 | $22,499,000 | +21.6% | 287,459 | +15.7% | 0.72% | +7.8% |
| Q1 2021 | $18,496,000 | – | 248,498 | – | 0.67% | – |
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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% |