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 | $211 | +17.2% | 3,112 | +22.7% | 0.02% | +12.5% |
| Q2 2023 | $180 | -47.7% | 2,537 | -50.0% | 0.02% | -42.9% |
| Q1 2023 | $344 | +35.4% | 5,072 | +30.8% | 0.03% | +16.7% |
| Q4 2022 | $254 | -99.9% | 3,878 | -5.8% | 0.02% | 0.0% |
| Q3 2022 | $249,000 | -13.5% | 4,117 | -10.3% | 0.02% | -14.3% |
| Q2 2022 | $288,000 | -77.1% | 4,589 | -72.3% | 0.03% | -71.7% |
| Q1 2022 | $1,257,000 | -60.7% | 16,577 | -58.3% | 0.10% | -59.1% |
| Q4 2021 | $3,201,000 | +2.9% | 39,799 | -1.9% | 0.24% | -7.3% |
| Q3 2021 | $3,111,000 | +4.3% | 40,584 | +6.5% | 0.26% | +4.0% |
| Q2 2021 | $2,982,000 | +61.8% | 38,103 | +53.9% | 0.25% | +37.9% |
| Q1 2021 | $1,843,000 | -30.9% | 24,761 | -36.7% | 0.18% | -35.2% |
| Q4 2020 | $2,669,000 | +51.0% | 39,140 | +22.9% | 0.28% | +14.7% |
| Q3 2020 | $1,767,000 | +54.9% | 31,857 | +46.9% | 0.24% | +45.0% |
| Q2 2020 | $1,141,000 | +159.9% | 21,689 | +108.3% | 0.17% | +92.0% |
| Q1 2020 | $439,000 | -73.5% | 10,414 | -62.2% | 0.09% | -62.1% |
| Q4 2019 | $1,656,000 | +30.6% | 27,530 | +22.8% | 0.23% | +17.2% |
| Q3 2019 | $1,268,000 | +4.8% | 22,424 | +5.8% | 0.20% | +3.7% |
| Q2 2019 | $1,210,000 | -89.4% | 21,193 | +3269.3% | 0.19% | +185.1% |
| Q1 2019 | $11,362,000 | +283950.0% | 629 | +232.8% | 0.07% | +131.0% |
| Q4 2018 | $4,000 | -98.3% | 189 | +4625.0% | 0.03% | -31.0% |
| Q3 2018 | $235,000 | +5.4% | 4 | -99.9% | 0.04% | +35.5% |
| Q2 2018 | $223,000 | +4.2% | 4,054 | +0.2% | 0.03% | -38.0% |
| Q1 2018 | $214,000 | – | 4,046 | – | 0.05% | – |
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% |