SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,133,890 | +8.2% | 90,631 | +13.6% | 0.09% | +9.6% |
| Q2 2023 | $5,668,743 | -1.3% | 79,808 | -5.8% | 0.08% | -8.8% |
| Q1 2023 | $5,746,063 | -9.1% | 84,688 | -12.1% | 0.09% | -14.2% |
| Q4 2022 | $6,323,920 | +8.4% | 96,387 | +0.0% | 0.11% | -3.6% |
| Q3 2022 | $5,833,000 | -4.1% | 96,369 | -0.6% | 0.11% | -5.2% |
| Q2 2022 | $6,080,000 | -16.7% | 96,925 | +0.8% | 0.12% | -5.7% |
| Q1 2022 | $7,295,000 | -6.0% | 96,159 | -0.3% | 0.12% | -1.6% |
| Q4 2021 | $7,757,000 | +7.4% | 96,446 | +2.4% | 0.12% | -10.1% |
| Q3 2021 | $7,220,000 | -5.4% | 94,183 | -3.4% | 0.14% | -8.6% |
| Q2 2021 | $7,635,000 | +323.9% | 97,546 | +303.2% | 0.15% | +280.0% |
| Q1 2021 | $1,801,000 | +4.6% | 24,194 | -4.2% | 0.04% | -7.0% |
| Q4 2020 | $1,722,000 | +51.9% | 25,257 | +23.6% | 0.04% | +30.3% |
| Q3 2020 | $1,134,000 | -9.9% | 20,433 | -14.5% | 0.03% | -15.4% |
| Q2 2020 | $1,258,000 | -2.4% | 23,908 | -21.8% | 0.04% | -26.4% |
| Q1 2020 | $1,289,000 | -44.3% | 30,580 | -20.6% | 0.05% | -29.3% |
| Q4 2019 | $2,315,000 | 0.0% | 38,495 | -6.0% | 0.08% | -27.2% |
| Q3 2019 | $2,315,000 | -2.9% | 40,952 | -2.0% | 0.10% | -4.6% |
| Q2 2019 | $2,385,000 | – | 41,780 | – | 0.11% | – |
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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% |