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 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. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |