SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,748,965 | +3.7% | 158,820 | +8.8% | 0.14% | +7.0% |
Q2 2023 | $10,368,628 | +9.5% | 145,975 | +4.6% | 0.13% | +2.4% |
Q1 2023 | $9,471,462 | -3.2% | 139,594 | -6.4% | 0.13% | -6.0% |
Q4 2022 | $9,783,219 | +11.4% | 149,112 | +2.8% | 0.13% | +3.1% |
Q3 2022 | $8,780,000 | +1.0% | 145,059 | +4.7% | 0.13% | +5.7% |
Q2 2022 | $8,691,000 | -18.5% | 138,552 | -1.5% | 0.12% | -6.8% |
Q1 2022 | $10,669,000 | +3.4% | 140,644 | +9.8% | 0.13% | +4.8% |
Q4 2021 | $10,316,000 | +10.8% | 128,105 | +5.5% | 0.13% | +0.8% |
Q3 2021 | $9,310,000 | +2.1% | 121,449 | +4.2% | 0.12% | -0.8% |
Q2 2021 | $9,122,000 | +15.8% | 116,547 | +10.1% | 0.13% | +6.8% |
Q1 2021 | $7,876,000 | +26.6% | 105,823 | +16.0% | 0.12% | +13.5% |
Q4 2020 | $6,223,000 | +25.6% | 91,198 | +2.1% | 0.10% | +13.0% |
Q3 2020 | $4,953,000 | +8.0% | 89,281 | +2.5% | 0.09% | -1.1% |
Q2 2020 | $4,585,000 | +50.1% | 87,130 | +20.2% | 0.09% | +36.8% |
Q1 2020 | $3,055,000 | -58.6% | 72,462 | -40.9% | 0.07% | -51.1% |
Q4 2019 | $7,372,000 | +8.8% | 122,554 | +2.2% | 0.14% | +3.0% |
Q3 2019 | $6,777,000 | -1.6% | 119,862 | -0.6% | 0.14% | -5.6% |
Q2 2019 | $6,890,000 | +2.9% | 120,627 | -0.4% | 0.14% | 0.0% |
Q1 2019 | $6,693,000 | +32.9% | 121,080 | +14.8% | 0.14% | +16.3% |
Q4 2018 | $5,037,000 | +86.8% | 105,515 | +126.4% | 0.12% | +105.0% |
Q3 2018 | $2,696,000 | +42.6% | 46,607 | +35.2% | 0.06% | +30.4% |
Q2 2018 | $1,891,000 | +63.7% | 34,474 | +57.7% | 0.05% | +53.3% |
Q1 2018 | $1,155,000 | +16.7% | 21,855 | +17.6% | 0.03% | +20.0% |
Q4 2017 | $990,000 | +33.2% | 18,589 | +25.2% | 0.02% | +25.0% |
Q3 2017 | $743,000 | +41.5% | 14,842 | +36.0% | 0.02% | +33.3% |
Q2 2017 | $525,000 | -3.0% | 10,915 | -4.5% | 0.02% | -6.2% |
Q1 2017 | $541,000 | +46.6% | 11,433 | +39.9% | 0.02% | +45.5% |
Q4 2016 | $369,000 | +28.1% | 8,172 | +23.3% | 0.01% | +22.2% |
Q3 2016 | $288,000 | +12.1% | 6,628 | +8.0% | 0.01% | +12.5% |
Q2 2016 | $257,000 | +15.2% | 6,136 | +11.4% | 0.01% | 0.0% |
Q1 2016 | $223,000 | – | 5,509 | – | 0.01% | – |
Download |
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% |