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 | $684,628 | +13.6% | 10,116 | +19.3% | 0.05% | +16.3% |
| Q2 2023 | $602,473 | +15.4% | 8,482 | +10.3% | 0.04% | +16.2% |
| Q1 2023 | $521,933 | +4.2% | 7,692 | +0.7% | 0.04% | -5.1% |
| Q4 2022 | $501,008 | +25.6% | 7,636 | +15.9% | 0.04% | +18.2% |
| Q3 2022 | $399,000 | +9.0% | 6,591 | +13.1% | 0.03% | +13.8% |
| Q2 2022 | $366,000 | +3.7% | 5,829 | +25.2% | 0.03% | +20.8% |
| Q1 2022 | $353,000 | +17.3% | 4,655 | +24.4% | 0.02% | +20.0% |
| Q4 2021 | $301,000 | -25.9% | 3,742 | -37.2% | 0.02% | -52.4% |
| Q4 2020 | $406,000 | -20.7% | 5,958 | -30.0% | 0.04% | -35.4% |
| Q4 2019 | $512,000 | – | 8,506 | – | 0.06% | – |
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% |