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 | $6,383,304 | -19.0% | 94,316 | -15.0% | 0.01% | -15.4% |
| Q2 2023 | $7,878,112 | -23.5% | 110,912 | -27.0% | 0.01% | -27.8% |
| Q1 2023 | $10,303,589 | +3.1% | 151,858 | -0.3% | 0.02% | 0.0% |
| Q4 2022 | $9,993,327 | +10.8% | 152,314 | +2.2% | 0.02% | +5.9% |
| Q3 2022 | $9,022,000 | -2.7% | 149,058 | +0.9% | 0.02% | 0.0% |
| Q2 2022 | $9,269,000 | -19.8% | 147,751 | -3.1% | 0.02% | -5.6% |
| Q1 2022 | $11,562,000 | -5.9% | 152,412 | -0.2% | 0.02% | -5.3% |
| Q4 2021 | $12,281,000 | -8.2% | 152,698 | -12.5% | 0.02% | -13.6% |
| Q3 2021 | $13,376,000 | -1.3% | 174,482 | +0.7% | 0.02% | 0.0% |
| Q2 2021 | $13,559,000 | +9.8% | 173,244 | +4.5% | 0.02% | +4.8% |
| Q1 2021 | $12,345,000 | +14.7% | 165,858 | +5.1% | 0.02% | 0.0% |
| Q4 2020 | $10,763,000 | +27.3% | 157,865 | +3.6% | 0.02% | +16.7% |
| Q3 2020 | $8,452,000 | +9.7% | 152,337 | +4.1% | 0.02% | +5.9% |
| Q2 2020 | $7,702,000 | +578.6% | 146,368 | +443.6% | 0.02% | +466.7% |
| Q1 2020 | $1,135,000 | -8.8% | 26,927 | +30.2% | 0.00% | 0.0% |
| Q4 2019 | $1,244,000 | – | 20,681 | – | 0.00% | – |
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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% |