HARBOR INVESTMENT ADVISORY, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$25,921
-4.7%
3830.0%0.00%
-25.0%
Q2 2023$27,204
+4.7%
3830.0%0.00%0.0%
Q1 2023$25,987
+3.4%
3830.0%0.00%0.0%
Q4 2022$25,129
+9.3%
3830.0%0.00%0.0%
Q3 2022$23,000
-4.2%
3830.0%0.00%0.0%
Q2 2022$24,000
-17.2%
3830.0%0.00%0.0%
Q1 2022$29,000
-6.5%
3830.0%0.00%0.0%
Q4 2021$31,000
+6.9%
3830.0%0.00%0.0%
Q3 2021$29,000
-3.3%
3830.0%0.00%0.0%
Q2 2021$30,000
+3.4%
3830.0%0.00%0.0%
Q1 2021$29,000
+11.5%
3830.0%0.00%0.0%
Q4 2020$26,000
+23.8%
3830.0%0.00%0.0%
Q3 2020$21,000
+5.0%
3830.0%0.00%0.0%
Q2 2020$20,000
-9.1%
383
-25.3%
0.00%
-33.3%
Q1 2020$22,000
-50.0%
513
-29.2%
0.01%
-40.0%
Q4 2019$44,0007250.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2021
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders