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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $80 | +3.9% | 1,130 | 0.0% | 0.01% | +20.0% |
| Q1 2023 | $77 | +4.1% | 1,130 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $74 | -99.9% | 1,130 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $68,000 | -44.7% | 1,130 | -42.4% | 0.00% | -42.9% |
| Q2 2022 | $123,000 | -98.0% | 1,961 | -97.6% | 0.01% | -97.8% |
| Q1 2022 | $6,176,000 | -42.5% | 81,414 | -39.0% | 0.31% | -37.2% |
| Q4 2021 | $10,740,000 | +6.7% | 133,534 | +1.7% | 0.50% | -4.8% |
| Q3 2021 | $10,070,000 | -1.6% | 131,354 | +0.5% | 0.52% | +7.0% |
| Q2 2021 | $10,231,000 | -45.4% | 130,714 | -48.1% | 0.49% | -44.0% |
| Q1 2021 | $18,743,000 | +8.0% | 251,814 | -1.0% | 0.87% | -2.0% |
| Q4 2020 | $17,347,000 | +188.7% | 254,424 | +134.9% | 0.89% | +149.7% |
| Q3 2020 | $6,008,000 | +2.8% | 108,298 | -2.5% | 0.36% | -4.6% |
| Q2 2020 | $5,846,000 | +25.0% | 111,098 | +0.2% | 0.37% | +10.7% |
| Q1 2020 | $4,676,000 | – | 110,900 | – | 0.34% | – |
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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% |