SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,030 | +16.6% | 89,096 | +22.4% | 1.50% | +23.5% |
| Q2 2023 | $5,170 | +8.4% | 72,786 | +3.5% | 1.21% | +1.2% |
| Q1 2023 | $4,771 | +4.2% | 70,319 | +0.8% | 1.20% | -1.6% |
| Q4 2022 | $4,579 | -99.9% | 69,791 | +0.9% | 1.22% | -29.2% |
| Q3 2022 | $4,188,000 | +5.5% | 69,192 | +9.3% | 1.72% | +12.1% |
| Q2 2022 | $3,969,000 | -17.8% | 63,277 | -0.5% | 1.53% | -4.1% |
| Q1 2022 | $4,826,000 | -5.7% | 63,618 | +0.0% | 1.60% | +2.7% |
| Q4 2021 | $5,116,000 | +6.4% | 63,610 | +1.4% | 1.56% | -2.3% |
| Q3 2021 | $4,807,000 | -0.3% | 62,705 | +1.8% | 1.59% | +1.5% |
| Q2 2021 | $4,822,000 | +11.5% | 61,610 | +6.1% | 1.57% | -15.0% |
| Q1 2021 | $4,323,000 | +11.7% | 58,082 | +2.3% | 1.85% | +3.7% |
| Q4 2020 | $3,871,000 | +23.4% | 56,781 | +0.5% | 1.78% | +10.1% |
| Q3 2020 | $3,136,000 | -10.7% | 56,524 | -15.3% | 1.62% | -17.3% |
| Q2 2020 | $3,513,000 | +20.4% | 66,753 | -3.5% | 1.96% | +0.4% |
| Q1 2020 | $2,917,000 | -27.1% | 69,178 | +4.1% | 1.95% | -5.4% |
| Q4 2019 | $3,999,000 | +10.5% | 66,476 | +3.9% | 2.06% | +1.4% |
| Q3 2019 | $3,618,000 | +1.2% | 63,986 | +2.2% | 2.04% | -1.6% |
| Q2 2019 | $3,574,000 | +7.2% | 62,607 | +4.0% | 2.07% | +3.2% |
| Q1 2019 | $3,335,000 | +17.6% | 60,207 | +1.7% | 2.00% | +0.9% |
| Q4 2018 | $2,837,000 | -15.0% | 59,190 | +2.6% | 1.99% | -0.9% |
| Q3 2018 | $3,338,000 | +6.7% | 57,707 | +1.3% | 2.00% | +0.3% |
| Q2 2018 | $3,128,000 | +6.2% | 56,983 | +2.4% | 2.00% | +2.6% |
| Q1 2018 | $2,944,000 | – | 55,668 | – | 1.95% | – |
Download | ||||||
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% |