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 | $861,691 | +289.9% | 12,732 | +246.8% | 0.04% | +173.3% |
| Q4 2019 | $221,000 | +6.2% | 3,671 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $208,000 | -1.0% | 3,671 | 0.0% | 0.02% | -11.8% |
| Q2 2019 | $210,000 | -0.5% | 3,671 | -3.4% | 0.02% | -10.5% |
| Q1 2019 | $211,000 | -5.8% | 3,802 | -1.7% | 0.02% | -5.0% |
| Q3 2018 | $224,000 | +10.9% | 3,866 | +5.3% | 0.02% | 0.0% |
| Q2 2018 | $202,000 | -18.2% | 3,671 | -25.4% | 0.02% | -23.1% |
| Q3 2017 | $247,000 | +4.2% | 4,921 | 0.0% | 0.03% | -3.7% |
| Q2 2017 | $237,000 | +1.7% | 4,921 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $233,000 | +5.0% | 4,921 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $222,000 | +3.7% | 4,921 | 0.0% | 0.03% | -3.6% |
| Q3 2016 | $214,000 | – | 4,921 | – | 0.03% | – |
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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% |