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 | $102,304 | -11.4% | 1,512 | -7.0% | 0.03% | -6.5% |
| Q2 2023 | $115,412 | -13.8% | 1,625 | -17.7% | 0.03% | -16.2% |
| Q1 2023 | $133,940 | +3.6% | 1,974 | +0.2% | 0.04% | 0.0% |
| Q4 2022 | $129,283 | +8.6% | 1,970 | +0.3% | 0.04% | -5.1% |
| Q3 2022 | $119,000 | -3.3% | 1,965 | +0.2% | 0.04% | +2.6% |
| Q2 2022 | $123,000 | -21.2% | 1,961 | -4.6% | 0.04% | -7.3% |
| Q1 2022 | $156,000 | -5.5% | 2,056 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $165,000 | +0.6% | 2,053 | -7.1% | 0.04% | -12.8% |
| Q1 2021 | $164,000 | +34.4% | 2,209 | +0.3% | 0.05% | +11.9% |
| Q3 2020 | $122,000 | -20.3% | 2,203 | -18.4% | 0.04% | -22.2% |
| Q3 2019 | $153,000 | +4.1% | 2,699 | -8.0% | 0.05% | -15.6% |
| Q3 2017 | $147,000 | +4.3% | 2,935 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $141,000 | – | 2,935 | – | 0.06% | – |
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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% |