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 | $19,800,834 | -3.4% | 292,566 | +1.4% | 5.82% | +0.0% |
| Q2 2023 | $20,503,499 | +6.0% | 288,660 | +1.3% | 5.82% | +3.9% |
| Q1 2023 | $19,334,795 | +5.1% | 284,964 | +1.6% | 5.60% | +12.5% |
| Q4 2022 | $18,393,352 | +12.5% | 280,344 | +3.8% | 4.98% | +5.8% |
| Q3 2022 | $16,351,000 | +3.0% | 270,132 | +6.7% | 4.70% | -23.5% |
| Q2 2022 | $15,882,000 | -18.2% | 253,184 | -1.1% | 6.15% | -11.9% |
| Q1 2022 | $19,413,000 | -1.1% | 255,908 | +4.8% | 6.97% | +1.2% |
| Q4 2021 | $19,638,000 | +8.1% | 244,157 | +3.0% | 6.89% | -0.9% |
| Q3 2021 | $18,163,000 | +1.5% | 236,935 | +3.7% | 6.95% | -1.7% |
| Q2 2021 | $17,889,000 | +10.6% | 228,561 | +5.1% | 7.07% | -5.6% |
| Q1 2021 | $16,179,000 | +57.5% | 217,375 | +44.3% | 7.50% | +17.5% |
| Q4 2020 | $10,272,000 | +1338.7% | 150,653 | +1070.1% | 6.38% | +1077.1% |
| Q3 2020 | $714,000 | +18.2% | 12,875 | +12.2% | 0.54% | +10.6% |
| Q2 2020 | $604,000 | -10.3% | 11,480 | -28.1% | 0.49% | -1.4% |
| Q1 2020 | $673,000 | -97.7% | 15,974 | -96.7% | 0.50% | -95.7% |
| Q4 2019 | $29,191,000 | +6.4% | 485,309 | +0.0% | 11.43% | -5.0% |
| Q3 2019 | $27,436,000 | +3.0% | 485,250 | +4.0% | 12.03% | +0.4% |
| Q2 2019 | $26,647,000 | +7.8% | 466,757 | +4.6% | 11.98% | 0.0% |
| Q1 2019 | $24,716,000 | +17.6% | 446,220 | +1.8% | 11.98% | +5.5% |
| Q4 2018 | $21,014,000 | – | 438,430 | – | 11.36% | – |
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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% |