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 | $1,892,857 | -0.8% | 27,968 | +4.2% | 0.23% | +2.7% |
| Q2 2023 | $1,907,289 | +6.1% | 26,852 | +1.4% | 0.23% | +0.9% |
| Q1 2023 | $1,797,096 | -14.9% | 26,486 | -24.1% | 0.22% | -26.6% |
| Q3 2022 | $2,111,000 | +1.9% | 34,874 | +7.1% | 0.30% | +10.5% |
| Q2 2022 | $2,072,000 | +23.7% | 32,548 | +40.4% | 0.28% | +34.0% |
| Q1 2022 | $1,675,000 | -17.0% | 23,187 | -7.6% | 0.21% | -10.4% |
| Q4 2021 | $2,018,000 | +29.9% | 25,086 | +23.8% | 0.23% | +10.0% |
| Q3 2021 | $1,553,000 | +5.9% | 20,259 | +7.4% | 0.21% | -2.8% |
| Q2 2021 | $1,467,000 | +9.1% | 18,856 | +4.3% | 0.22% | -1.4% |
| Q1 2021 | $1,345,000 | +5.8% | 18,074 | +2.8% | 0.22% | -0.5% |
| Q4 2020 | $1,271,000 | +39.2% | 17,589 | +6.8% | 0.22% | +19.0% |
| Q3 2020 | $913,000 | +38.8% | 16,464 | +31.5% | 0.18% | +15.7% |
| Q2 2020 | $658,000 | +25.3% | 12,522 | +0.6% | 0.16% | +29.3% |
| Q1 2020 | $525,000 | -46.8% | 12,452 | -24.1% | 0.12% | -39.1% |
| Q4 2019 | $986,000 | +10.0% | 16,395 | +3.4% | 0.20% | +0.5% |
| Q3 2019 | $896,000 | +270.2% | 15,856 | +210.0% | 0.20% | +179.2% |
| Q1 2017 | $242,000 | – | 5,115 | – | 0.07% | – |
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% |