SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,142 | -11.4% | 16,877 | -7.0% | 0.00% | 0.0% |
| Q2 2023 | $1,289 | +17.9% | 18,140 | +12.7% | 0.00% | 0.0% |
| Q1 2023 | $1,093 | +5.1% | 16,101 | +1.6% | 0.00% | 0.0% |
| Q4 2022 | $1,040 | -99.9% | 15,844 | -5.0% | 0.00% | 0.0% |
| Q3 2022 | $1,010,000 | -6.7% | 16,678 | -1.4% | 0.00% | -20.0% |
| Q2 2022 | $1,083,000 | -13.1% | 16,907 | +3.0% | 0.01% | 0.0% |
| Q1 2022 | $1,246,000 | -11.4% | 16,422 | -6.1% | 0.01% | 0.0% |
| Q4 2021 | $1,406,000 | +21.1% | 17,481 | +15.4% | 0.01% | 0.0% |
| Q3 2021 | $1,161,000 | -2.0% | 15,145 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,185,000 | +9.9% | 15,145 | +4.6% | 0.01% | 0.0% |
| Q1 2021 | $1,078,000 | +9.1% | 14,484 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $988,000 | +22.6% | 14,484 | -0.3% | 0.01% | 0.0% |
| Q3 2020 | $806,000 | +5.4% | 14,529 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $765,000 | +53.9% | 14,529 | +23.2% | 0.01% | +25.0% |
| Q1 2020 | $497,000 | -32.8% | 11,796 | -4.2% | 0.00% | -20.0% |
| Q4 2019 | $740,000 | +6.3% | 12,309 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $696,000 | +162.6% | 12,309 | +147.2% | 0.01% | +66.7% |
| Q4 2017 | $265,000 | -10.8% | 4,980 | -15.8% | 0.00% | 0.0% |
| Q3 2017 | $297,000 | – | 5,918 | – | 0.00% | – |
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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% |