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 | $292,919 | -9.2% | 4,328 | -4.7% | 0.08% | -2.4% |
| Q2 2023 | $322,689 | +5.1% | 4,543 | +0.4% | 0.08% | -1.2% |
| Q1 2023 | $307,157 | +6.0% | 4,527 | +2.5% | 0.08% | +3.7% |
| Q4 2022 | $289,734 | +14.1% | 4,416 | +12.7% | 0.08% | +9.3% |
| Q3 2022 | $254,000 | +3.3% | 3,918 | +0.0% | 0.08% | +2.7% |
| Q2 2022 | $246,000 | -18.5% | 3,917 | -1.7% | 0.07% | +5.8% |
| Q1 2022 | $302,000 | +49.5% | 3,985 | +51.1% | 0.07% | +50.0% |
| Q3 2021 | $202,000 | -3.3% | 2,637 | -1.2% | 0.05% | -4.2% |
| Q2 2021 | $209,000 | – | 2,670 | – | 0.05% | – |
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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% |