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 | $440 | -4.1% | 6,497 | +0.6% | 0.29% | +2.5% |
| Q2 2023 | $459 | +12.8% | 6,457 | +7.6% | 0.28% | +9.3% |
| Q1 2023 | $407 | -42.4% | 6,002 | -44.2% | 0.26% | +15.7% |
| Q4 2022 | $706 | -99.8% | 10,754 | +92.8% | 0.22% | -5.9% |
| Q3 2022 | $338,000 | -3.4% | 5,577 | 0.0% | 0.24% | +3.5% |
| Q2 2022 | $350,000 | -22.4% | 5,577 | -6.2% | 0.23% | -11.2% |
| Q1 2022 | $451,000 | -4.9% | 5,947 | +0.9% | 0.26% | +1.2% |
| Q4 2021 | $474,000 | +38.6% | 5,892 | +32.0% | 0.26% | +26.2% |
| Q3 2021 | $342,000 | -2.0% | 4,462 | 0.0% | 0.20% | 0.0% |
| Q2 2021 | $349,000 | +6.7% | 4,462 | +1.7% | 0.20% | +2.0% |
| Q1 2021 | $327,000 | +23.4% | 4,387 | +12.9% | 0.20% | +16.5% |
| Q4 2020 | $265,000 | +19.9% | 3,887 | -2.5% | 0.17% | +12.6% |
| Q3 2020 | $221,000 | +5.2% | 3,987 | 0.0% | 0.15% | -0.7% |
| Q2 2020 | $210,000 | -8.3% | 3,987 | +4.6% | 0.15% | +4.1% |
| Q4 2019 | $229,000 | +3.6% | 3,812 | -2.6% | 0.15% | +2.1% |
| Q3 2019 | $221,000 | -99.9% | 3,912 | +49.8% | 0.14% | +38.8% |
| Q3 2018 | $151,078,000 | – | 2,612 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 806,133 | $47,102,000 | 29.62% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 237,075 | $13,404,000 | 13.32% |
| Legacy Wealth Management, Inc | 1,405,278 | $79,454,000 | 13.01% |
| FINANCIAL CONSULATE, INC | 517,407 | $29,254,000 | 12.74% |
| MANCHESTER FINANCIAL INC | 485,250 | $27,436,000 | 12.03% |
| MONEYWISE, INC. | 226,068 | $12,782,000 | 10.32% |
| Pinkerton Retirement Specialists, LLC | 486,600 | $27,512,000 | 9.42% |
| SVA Wealth Management, LLC | 1,648,453 | $93,204,000 | 9.14% |
| Omega Financial Group, LLC | 219,566 | $12,414,000 | 8.70% |
| HHM Wealth Advisors, LLC | 264,829 | $14,973,000 | 8.52% |