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 | $10,845,043 | -4.7% | 160,240 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,381,847 | +4.7% | 160,240 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,872,284 | +4.1% | 160,240 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $10,448,983 | +8.4% | 159,259 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,640,000 | -4.2% | 159,259 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $10,060,000 | -17.7% | 160,367 | -0.4% | 0.00% | -33.3% |
| Q1 2022 | $12,219,000 | -5.6% | 161,074 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $12,942,000 | +9.1% | 160,909 | +4.0% | 0.00% | 0.0% |
| Q3 2021 | $11,866,000 | -9.6% | 154,793 | -7.7% | 0.00% | 0.0% |
| Q2 2021 | $13,120,000 | +13.6% | 167,620 | +8.1% | 0.00% | 0.0% |
| Q1 2021 | $11,545,000 | +9.9% | 155,117 | +0.6% | 0.00% | 0.0% |
| Q4 2020 | $10,508,000 | +7.8% | 154,127 | -12.2% | 0.00% | 0.0% |
| Q3 2020 | $9,744,000 | +20.3% | 175,627 | +14.1% | 0.00% | +50.0% |
| Q2 2020 | $8,100,000 | +28.1% | 153,928 | +2.6% | 0.00% | 0.0% |
| Q1 2020 | $6,324,000 | +107.5% | 150,000 | +196.0% | 0.00% | +100.0% |
| Q4 2019 | $3,048,000 | +6.4% | 50,674 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,865,000 | +25.4% | 50,674 | +26.7% | 0.00% | 0.0% |
| Q2 2019 | $2,284,000 | -94.8% | 40,000 | -94.9% | 0.00% | -92.3% |
| Q1 2019 | $43,516,000 | +2168.8% | 785,629 | +1863.7% | 0.01% | +1200.0% |
| Q4 2018 | $1,918,000 | -17.3% | 40,008 | -0.2% | 0.00% | 0.0% |
| Q3 2018 | $2,318,000 | +5.4% | 40,084 | +0.1% | 0.00% | 0.0% |
| Q2 2018 | $2,199,000 | -17.4% | 40,062 | -20.4% | 0.00% | 0.0% |
| Q1 2018 | $2,662,000 | -0.1% | 50,342 | +0.7% | 0.00% | 0.0% |
| Q4 2017 | $2,664,000 | +6.3% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,506,000 | +4.1% | 50,000 | -0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,408,000 | +1.7% | 50,006 | +0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,367,000 | +4.8% | 50,002 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,258,000 | +3.8% | 50,002 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $2,176,000 | -50.7% | 50,002 | -52.4% | 0.00% | 0.0% |
| Q2 2016 | $4,417,000 | +117.6% | 105,133 | +110.3% | 0.00% | 0.0% |
| Q1 2016 | $2,030,000 | +0.7% | 50,000 | -0.6% | 0.00% | 0.0% |
| Q4 2015 | $2,015,000 | +3.0% | 50,282 | -0.0% | 0.00% | 0.0% |
| Q3 2015 | $1,957,000 | – | 50,291 | – | 0.00% | – |
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% |