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 | $3,254,482 | -4.7% | 48,086 | -0.0% | 0.39% | -3.2% |
| Q2 2023 | $3,415,603 | +1.5% | 48,087 | -3.0% | 0.40% | -12.2% |
| Q1 2023 | $3,363,520 | +3.0% | 49,573 | -0.4% | 0.46% | -3.0% |
| Q4 2022 | $3,266,958 | -14.7% | 49,794 | -21.3% | 0.47% | -27.6% |
| Q3 2022 | $3,828,000 | +14.3% | 63,247 | +18.5% | 0.66% | +17.0% |
| Q2 2022 | $3,349,000 | +31.0% | 53,390 | +58.4% | 0.56% | +17.2% |
| Q1 2022 | $2,557,000 | +652.1% | 33,702 | +696.4% | 0.48% | +753.6% |
| Q4 2021 | $340,000 | +3677.8% | 4,232 | +3580.0% | 0.06% | +2700.0% |
| Q3 2021 | $9,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | – | 115 | +2775.0% | 0.00% | – |
| Q4 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 4 | -99.2% | 0.00% | -100.0% |
| Q1 2020 | $20,000 | +17.6% | 480 | +72.7% | 0.01% | +50.0% |
| Q4 2019 | $17,000 | -54.1% | 278 | -57.5% | 0.01% | -45.5% |
| Q3 2019 | $37,000 | +76.2% | 654 | +76.8% | 0.01% | +83.3% |
| Q2 2019 | $21,000 | +50.0% | 370 | +46.2% | 0.01% | +50.0% |
| Q1 2019 | $14,000 | +55.6% | 253 | +30.4% | 0.00% | +33.3% |
| Q4 2018 | $9,000 | -18.2% | 194 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $11,000 | – | 194 | – | 0.00% | – |
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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% |