SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,333,000 | -2.2% | 43,481 | +12.1% | 0.15% | -6.1% |
| Q2 2021 | $3,407,000 | -99.8% | 38,777 | +68.1% | 0.16% | +10.8% |
| Q1 2021 | $1,716,563,000 | +67084.5% | 23,063 | -38.5% | 0.15% | -70.2% |
| Q4 2020 | $2,555,000 | +67.7% | 37,481 | +29.4% | 0.50% | +3.8% |
| Q3 2020 | $1,524,000 | 0.0% | 28,970 | 0.0% | 0.48% | +8.9% |
| Q2 2020 | $1,524,000 | +76.8% | 28,970 | +41.0% | 0.44% | +218.1% |
| Q1 2020 | $862,000 | +158.1% | 20,546 | +269.5% | 0.14% | +97.1% |
| Q4 2019 | $334,000 | +244.3% | 5,560 | +224.2% | 0.07% | +268.4% |
| Q3 2019 | $97,000 | +3133.3% | 1,715 | +2908.8% | 0.02% | +1800.0% |
| Q1 2019 | $3,000 | – | 57 | – | 0.00% | – |
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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% |