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 | $278,180 | -4.7% | 4,110 | 0.0% | 0.04% | -20.8% |
| Q2 2023 | $291,950 | +1.0% | 4,110 | -3.5% | 0.05% | -4.0% |
| Q1 2023 | $288,989 | -3.4% | 4,259 | -6.6% | 0.05% | -5.7% |
| Q4 2022 | $299,131 | +8.4% | 4,559 | 0.0% | 0.05% | +3.9% |
| Q3 2022 | $276,000 | -3.5% | 4,559 | 0.0% | 0.05% | +4.1% |
| Q2 2022 | $286,000 | -22.3% | 4,559 | -6.1% | 0.05% | -9.3% |
| Q1 2022 | $368,000 | +5.1% | 4,854 | +11.6% | 0.05% | +14.9% |
| Q4 2021 | $350,000 | +5.1% | 4,350 | 0.0% | 0.05% | -4.1% |
| Q3 2021 | $333,000 | -2.1% | 4,350 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $340,000 | +4.9% | 4,350 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $324,000 | -1.5% | 4,350 | -9.8% | 0.05% | -7.3% |
| Q4 2020 | $329,000 | +9.3% | 4,825 | -11.1% | 0.06% | -3.5% |
| Q3 2020 | $301,000 | +20.9% | 5,425 | +14.8% | 0.06% | +11.8% |
| Q2 2020 | $249,000 | +10.7% | 4,725 | -11.6% | 0.05% | -3.8% |
| Q1 2020 | $225,000 | -31.6% | 5,345 | -2.4% | 0.05% | -14.5% |
| Q4 2019 | $329,000 | +34.8% | 5,475 | +26.9% | 0.06% | +26.5% |
| Q3 2019 | $244,000 | -0.8% | 4,315 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $246,000 | -0.8% | 4,315 | -3.6% | 0.05% | -5.7% |
| Q1 2019 | $248,000 | +21.0% | 4,475 | +4.8% | 0.05% | +8.2% |
| Q4 2018 | $205,000 | -18.0% | 4,271 | -1.2% | 0.05% | -9.3% |
| Q3 2018 | $250,000 | +8.7% | 4,321 | +3.2% | 0.05% | +1.9% |
| Q2 2018 | $230,000 | +7.5% | 4,186 | +3.2% | 0.05% | +3.9% |
| Q1 2018 | $214,000 | -18.3% | 4,056 | -17.7% | 0.05% | -29.2% |
| Q4 2017 | $262,000 | -3.0% | 4,926 | -8.7% | 0.07% | -11.1% |
| Q3 2017 | $270,000 | -1.1% | 5,396 | -4.8% | 0.08% | -8.0% |
| Q2 2017 | $273,000 | +6.6% | 5,666 | +4.6% | 0.09% | +2.3% |
| Q1 2017 | $256,000 | +13.3% | 5,416 | +8.0% | 0.09% | +10.3% |
| Q4 2016 | $226,000 | – | 5,016 | – | 0.08% | – |
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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% |