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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $292,095 | +3.4% | 4,305 | 0.0% | 0.06% | -5.0% |
| Q4 2022 | $282,451 | +8.2% | 4,305 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $261,000 | -3.3% | 4,305 | 0.0% | 0.06% | +20.0% |
| Q2 2022 | $270,000 | -17.4% | 4,305 | 0.0% | 0.05% | -5.7% |
| Q1 2022 | $327,000 | -5.5% | 4,305 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $346,000 | +4.8% | 4,305 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $330,000 | -2.1% | 4,305 | 0.0% | 0.05% | -3.6% |
| Q2 2021 | $337,000 | +5.3% | 4,305 | 0.0% | 0.06% | -3.4% |
| Q1 2021 | $320,000 | +8.8% | 4,305 | 0.0% | 0.06% | +3.6% |
| Q4 2020 | $294,000 | +23.0% | 4,305 | 0.0% | 0.06% | +7.7% |
| Q3 2020 | $239,000 | +5.3% | 4,305 | 0.0% | 0.05% | -5.5% |
| Q2 2020 | $227,000 | -12.4% | 4,305 | 0.0% | 0.06% | -6.8% |
| Q4 2019 | $259,000 | +6.6% | 4,305 | 0.0% | 0.06% | -4.8% |
| Q3 2019 | $243,000 | -1.2% | 4,305 | 0.0% | 0.06% | +1.6% |
| Q2 2019 | $246,000 | +3.4% | 4,305 | 0.0% | 0.06% | +17.3% |
| Q1 2019 | $238,000 | +15.5% | 4,305 | 0.0% | 0.05% | +2.0% |
| Q4 2018 | $206,000 | -17.3% | 4,305 | 0.0% | 0.05% | -1.9% |
| Q3 2018 | $249,000 | – | 4,305 | – | 0.05% | – |
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% |