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 | $4,283,918 | -2.3% | 63,297 | +2.5% | 0.09% | 0.0% |
| Q2 2023 | $4,386,836 | +8.1% | 61,760 | +3.2% | 0.09% | +2.3% |
| Q1 2023 | $4,059,502 | +12.7% | 59,831 | +9.0% | 0.09% | +4.8% |
| Q4 2022 | $3,602,955 | +10.8% | 54,915 | +2.2% | 0.08% | +27.7% |
| Q3 2022 | $3,252,000 | -1.8% | 53,724 | +1.8% | 0.06% | +1.6% |
| Q2 2022 | $3,311,000 | -13.2% | 52,789 | +5.0% | 0.06% | -4.5% |
| Q1 2022 | $3,815,000 | -1.4% | 50,293 | +4.5% | 0.07% | 0.0% |
| Q4 2021 | $3,870,000 | +10.2% | 48,121 | +5.1% | 0.07% | +4.7% |
| Q3 2021 | $3,511,000 | -10.2% | 45,805 | -8.3% | 0.06% | -11.1% |
| Q2 2021 | $3,908,000 | +33.9% | 49,929 | +27.3% | 0.07% | +28.6% |
| Q1 2021 | $2,919,000 | +17.7% | 39,219 | +7.8% | 0.06% | +12.0% |
| Q4 2020 | $2,481,000 | +26.7% | 36,396 | +3.1% | 0.05% | +13.6% |
| Q3 2020 | $1,958,000 | +8.3% | 35,300 | +2.7% | 0.04% | +2.3% |
| Q2 2020 | $1,808,000 | +56.5% | 34,365 | +25.5% | 0.04% | +43.3% |
| Q1 2020 | $1,155,000 | -22.2% | 27,388 | +11.0% | 0.03% | -6.2% |
| Q4 2019 | $1,484,000 | +11.6% | 24,666 | +4.9% | 0.03% | +6.7% |
| Q3 2019 | $1,330,000 | +6.0% | 23,524 | +7.0% | 0.03% | +7.1% |
| Q2 2019 | $1,255,000 | +9.6% | 21,990 | +6.4% | 0.03% | +7.7% |
| Q1 2019 | $1,145,000 | +90.8% | 20,676 | +65.1% | 0.03% | +85.7% |
| Q4 2018 | $600,000 | -2.6% | 12,526 | +17.7% | 0.01% | +7.7% |
| Q3 2018 | $616,000 | +31.9% | 10,643 | +25.2% | 0.01% | +30.0% |
| Q2 2018 | $467,000 | +41.1% | 8,500 | +35.7% | 0.01% | +42.9% |
| Q1 2018 | $331,000 | – | 6,262 | – | 0.01% | – |
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% |