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 2022 | $1,875,000 | +377.1% | 30,978 | +394.3% | 0.18% | +414.3% |
| Q2 2022 | $393,000 | -17.1% | 6,267 | +0.3% | 0.04% | -2.8% |
| Q1 2022 | $474,000 | -5.6% | 6,247 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $502,000 | +4.8% | 6,247 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $479,000 | -2.0% | 6,247 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $489,000 | +0.6% | 6,247 | -4.4% | 0.04% | -9.8% |
| Q1 2021 | $486,000 | -2.0% | 6,532 | -10.2% | 0.04% | -6.8% |
| Q4 2020 | $496,000 | +19.8% | 7,271 | -2.7% | 0.04% | +10.0% |
| Q3 2020 | $414,000 | -8.0% | 7,471 | -12.7% | 0.04% | -14.9% |
| Q2 2020 | $450,000 | -12.5% | 8,556 | -29.8% | 0.05% | -27.7% |
| Q1 2020 | $514,000 | – | 12,191 | – | 0.06% | – |
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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% |