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 | $775,149 | -7.6% | 11,681 | +0.2% | 0.05% | -4.1% |
| Q2 2023 | $838,788 | +15.2% | 11,655 | +8.6% | 0.05% | +6.5% |
| Q1 2023 | $728,279 | +8.0% | 10,734 | +4.4% | 0.05% | 0.0% |
| Q4 2022 | $674,566 | +262.7% | 10,281 | +235.3% | 0.05% | +228.6% |
| Q3 2022 | $186,000 | +0.5% | 3,066 | +3.8% | 0.01% | 0.0% |
| Q2 2022 | $185,000 | -27.7% | 2,953 | -12.6% | 0.01% | -17.6% |
| Q1 2022 | $256,000 | -10.8% | 3,377 | -5.2% | 0.02% | -15.0% |
| Q4 2021 | $287,000 | +2.1% | 3,563 | -2.9% | 0.02% | -9.1% |
| Q3 2021 | $281,000 | +16.6% | 3,668 | +18.9% | 0.02% | +15.8% |
| Q2 2021 | $241,000 | +18.1% | 3,084 | +12.3% | 0.02% | +5.6% |
| Q1 2021 | $204,000 | – | 2,745 | – | 0.02% | – |
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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% |