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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,175 | -25.4% | 7,036 | -21.7% | 0.02% | -26.9% |
| Q2 2023 | $638,204 | +29.2% | 8,985 | +23.4% | 0.03% | +23.8% |
| Q1 2023 | $493,997 | +3.5% | 7,281 | +0.1% | 0.02% | -4.5% |
| Q4 2022 | $477,286 | -4.5% | 7,275 | -11.9% | 0.02% | -15.4% |
| Q3 2022 | $500,000 | +5.0% | 8,253 | +8.7% | 0.03% | +4.0% |
| Q2 2022 | $476,000 | -17.8% | 7,594 | -0.5% | 0.02% | -13.8% |
| Q1 2022 | $579,000 | -5.2% | 7,634 | +0.4% | 0.03% | -6.5% |
| Q4 2021 | $611,000 | +2.0% | 7,602 | -2.7% | 0.03% | -8.8% |
| Q3 2021 | $599,000 | +12.0% | 7,815 | +14.4% | 0.03% | +6.2% |
| Q2 2021 | $535,000 | +5.3% | 6,831 | +0.2% | 0.03% | -22.0% |
| Q1 2021 | $508,000 | +18.4% | 6,819 | +8.3% | 0.04% | +24.2% |
| Q4 2020 | $429,000 | -3.6% | 6,294 | -21.6% | 0.03% | -13.2% |
| Q3 2020 | $445,000 | -10.5% | 8,030 | -2.7% | 0.04% | -30.9% |
| Q4 2019 | $497,000 | +4.4% | 8,257 | -1.9% | 0.06% | -5.2% |
| Q3 2019 | $476,000 | +37.2% | 8,415 | +38.7% | 0.06% | +28.9% |
| Q2 2019 | $347,000 | – | 6,069 | – | 0.04% | – |
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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% |