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 | $232,819 | -4.7% | 3,440 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $244,343 | -5.0% | 3,440 | -9.2% | 0.04% | -17.6% |
| Q1 2023 | $257,152 | +3.4% | 3,790 | 0.0% | 0.05% | -10.5% |
| Q4 2022 | $248,662 | -25.8% | 3,790 | -23.0% | 0.06% | +18.8% |
| Q2 2022 | $335,000 | -9.5% | 4,920 | +4.0% | 0.05% | +2.1% |
| Q1 2022 | $370,000 | +2.5% | 4,733 | +5.4% | 0.05% | -4.1% |
| Q4 2021 | $361,000 | +2.8% | 4,490 | -2.1% | 0.05% | 0.0% |
| Q3 2021 | $351,000 | -5.1% | 4,584 | -3.1% | 0.05% | +4.3% |
| Q2 2021 | $370,000 | +5.1% | 4,733 | 0.0% | 0.05% | -13.0% |
| Q1 2021 | $352,000 | +5.1% | 4,733 | -3.8% | 0.05% | +12.5% |
| Q4 2020 | $335,000 | +20.1% | 4,920 | -2.0% | 0.05% | +2.1% |
| Q3 2020 | $279,000 | -35.4% | 5,021 | -38.9% | 0.05% | -48.4% |
| Q2 2020 | $432,000 | +12.5% | 8,216 | -9.8% | 0.09% | -5.2% |
| Q1 2020 | $384,000 | -44.3% | 9,104 | -20.6% | 0.10% | -35.1% |
| Q4 2019 | $690,000 | -8.1% | 11,469 | -13.7% | 0.15% | -18.2% |
| Q3 2019 | $751,000 | -2.1% | 13,290 | -1.1% | 0.18% | -1.1% |
| Q2 2019 | $767,000 | -26.5% | 13,434 | -28.7% | 0.18% | -33.0% |
| Q1 2019 | $1,043,000 | +17.3% | 18,836 | +1.5% | 0.27% | +0.7% |
| Q4 2018 | $889,000 | -17.9% | 18,554 | -0.9% | 0.27% | +6.7% |
| Q3 2018 | $1,083,000 | +5.5% | 18,724 | +0.0% | 0.25% | -8.0% |
| Q2 2018 | $1,027,000 | -15.6% | 18,715 | -18.7% | 0.28% | -17.4% |
| Q1 2018 | $1,217,000 | -31.5% | 23,019 | -30.9% | 0.33% | -32.0% |
| Q4 2017 | $1,776,000 | +3.0% | 33,331 | -3.1% | 0.49% | -5.8% |
| Q3 2017 | $1,724,000 | +1.2% | 34,407 | -2.7% | 0.52% | -4.1% |
| Q2 2017 | $1,703,000 | -40.1% | 35,367 | -41.1% | 0.54% | -40.6% |
| Q1 2017 | $2,841,000 | +62.2% | 60,035 | +54.7% | 0.91% | +49.6% |
| Q4 2016 | $1,752,000 | +35.4% | 38,800 | +30.5% | 0.61% | +31.4% |
| Q3 2016 | $1,294,000 | +3.2% | 29,743 | -0.4% | 0.46% | +3.1% |
| Q2 2016 | $1,254,000 | +18.9% | 29,848 | +14.9% | 0.45% | +17.4% |
| Q1 2016 | $1,055,000 | +1.3% | 25,980 | -0.0% | 0.38% | -1.3% |
| Q4 2015 | $1,041,000 | +2.7% | 25,990 | -0.3% | 0.39% | +5.7% |
| Q3 2015 | $1,014,000 | -12.7% | 26,059 | -4.3% | 0.37% | -4.7% |
| Q2 2015 | $1,161,000 | +29.3% | 27,220 | +30.8% | 0.39% | +31.3% |
| Q1 2015 | $898,000 | +43.2% | 20,811 | +35.1% | 0.29% | +40.0% |
| Q4 2014 | $627,000 | +4.2% | 15,407 | -1.0% | 0.21% | -2.8% |
| Q3 2014 | $602,000 | -2.3% | 15,558 | +1.6% | 0.22% | -2.3% |
| Q2 2014 | $616,000 | -1.6% | 15,308 | -5.6% | 0.22% | +3.3% |
| Q1 2014 | $626,000 | -2.6% | 16,208 | -5.7% | 0.21% | -4.0% |
| Q4 2013 | $643,000 | – | 17,179 | – | 0.22% | – |
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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% |