SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009,244 | +2.2% | 14,912 | +7.2% | 0.15% | +8.9% |
| Q2 2023 | $987,814 | +50.2% | 13,907 | +43.5% | 0.14% | +43.6% |
| Q1 2023 | $657,602 | +1079.2% | 9,692 | +1040.2% | 0.09% | +1075.0% |
| Q4 2022 | $55,769 | -87.4% | 850 | -88.3% | 0.01% | -88.2% |
| Q3 2022 | $441,000 | -3.5% | 7,285 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $457,000 | -17.4% | 7,285 | 0.0% | 0.07% | -1.4% |
| Q1 2022 | $553,000 | -61.9% | 7,285 | -59.7% | 0.07% | -62.7% |
| Q4 2021 | $1,453,000 | +4.2% | 18,063 | -0.7% | 0.18% | +5.1% |
| Q3 2021 | $1,395,000 | -0.6% | 18,195 | +1.4% | 0.18% | -0.6% |
| Q2 2021 | $1,403,000 | +5.1% | 17,935 | 0.0% | 0.18% | +0.6% |
| Q1 2021 | $1,335,000 | +75.0% | 17,935 | +60.1% | 0.18% | +50.4% |
| Q4 2020 | $763,000 | +22.9% | 11,205 | 0.0% | 0.12% | +9.3% |
| Q3 2020 | $621,000 | +8.9% | 11,205 | +3.3% | 0.11% | +5.9% |
| Q2 2020 | $570,000 | +24.7% | 10,850 | 0.0% | 0.10% | +9.8% |
| Q1 2020 | $457,000 | -34.1% | 10,850 | -6.1% | 0.09% | +10.8% |
| Q4 2019 | $694,000 | -13.2% | 11,550 | -18.4% | 0.08% | -2.4% |
| Q3 2019 | $800,000 | +0.9% | 14,150 | +1.9% | 0.08% | 0.0% |
| Q2 2019 | $793,000 | -0.5% | 13,890 | -3.5% | 0.08% | +6.2% |
| Q1 2019 | $797,000 | +96.3% | 14,395 | +69.9% | 0.08% | +77.8% |
| Q4 2018 | $406,000 | -4.5% | 8,475 | +15.3% | 0.04% | +21.6% |
| Q3 2018 | $425,000 | +5.5% | 7,350 | 0.0% | 0.04% | +5.7% |
| Q2 2018 | $403,000 | +3.6% | 7,350 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $389,000 | – | 7,350 | – | 0.04% | – |
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% |