SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,567,006 | -5.0% | 23,153 | -0.3% | 0.09% | -3.4% |
| Q2 2023 | $1,649,827 | +104121.5% | 23,227 | -0.4% | 0.09% | +1.1% |
| Q1 2023 | $1,583 | +657.4% | 23,326 | +633.3% | 0.09% | +633.3% |
| Q4 2022 | $209 | -99.9% | 3,181 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $241,000 | -5.5% | 3,176 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $255,000 | +4.9% | 3,175 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $243,000 | -2.4% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $249,000 | +5.5% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $236,000 | +9.3% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $216,000 | – | 3,175 | – | 0.01% | – |
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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% |