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 2022 | $3,000 | -97.8% | 53 | -97.5% | 0.00% | -100.0% |
| Q2 2022 | $135,000 | +33.7% | 2,153 | +62.2% | 0.02% | +46.7% |
| Q1 2022 | $101,000 | +60.3% | 1,327 | +70.8% | 0.02% | +66.7% |
| Q4 2021 | $63,000 | +16.7% | 777 | +10.8% | 0.01% | 0.0% |
| Q3 2021 | $54,000 | +10.2% | 701 | +10.9% | 0.01% | +12.5% |
| Q2 2021 | $49,000 | +145.0% | 632 | +141.2% | 0.01% | +100.0% |
| Q1 2021 | $20,000 | -47.4% | 262 | -61.2% | 0.00% | -55.6% |
| Q3 2020 | $38,000 | +18.8% | 676 | +9.6% | 0.01% | -10.0% |
| Q2 2020 | $32,000 | +45.5% | 617 | +18.0% | 0.01% | -9.1% |
| Q1 2020 | $22,000 | -56.0% | 523 | -36.9% | 0.01% | -50.0% |
| Q4 2019 | $50,000 | +11.1% | 829 | +1.6% | 0.02% | -8.3% |
| Q3 2019 | $45,000 | +12.5% | 816 | +16.7% | 0.02% | +9.1% |
| Q2 2019 | $40,000 | +8.1% | 699 | +5.0% | 0.02% | 0.0% |
| Q1 2019 | $37,000 | 0.0% | 666 | -14.0% | 0.02% | -18.5% |
| Q4 2018 | $37,000 | -14.0% | 774 | +5.0% | 0.03% | +8.0% |
| Q3 2018 | $43,000 | +514.3% | 737 | +466.9% | 0.02% | +525.0% |
| Q2 2018 | $7,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 130 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $7,000 | 0.0% | 130 | 0.0% | 0.01% | +25.0% |
| Q3 2017 | $7,000 | +16.7% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | -20.0% |
| Q4 2016 | $6,000 | – | 130 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |