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 | $580,762 | -18.0% | 8,581 | -13.9% | 0.02% | -13.8% |
| Q2 2023 | $707,956 | +7.4% | 9,967 | +2.6% | 0.03% | +3.6% |
| Q1 2023 | $658,891 | -3.4% | 9,711 | -6.6% | 0.03% | -9.7% |
| Q4 2022 | $682,081 | +8.4% | 10,396 | 0.0% | 0.03% | +3.3% |
| Q3 2022 | $629,000 | -3.5% | 10,396 | 0.0% | 0.03% | +3.4% |
| Q2 2022 | $652,000 | -18.5% | 10,396 | -1.4% | 0.03% | -9.4% |
| Q1 2022 | $800,000 | -5.7% | 10,546 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $848,000 | +2.9% | 10,546 | -1.9% | 0.03% | -8.6% |
| Q3 2021 | $824,000 | -6.0% | 10,746 | -4.1% | 0.04% | -2.8% |
| Q2 2021 | $877,000 | +2.2% | 11,201 | -2.9% | 0.04% | 0.0% |
| Q1 2021 | $858,000 | +7.5% | 11,531 | -1.5% | 0.04% | 0.0% |
| Q4 2020 | $798,000 | +131.3% | 11,707 | +88.4% | 0.04% | +111.8% |
| Q3 2020 | $345,000 | +5.5% | 6,215 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $327,000 | +23.4% | 6,215 | -1.0% | 0.02% | +5.9% |
| Q1 2020 | $265,000 | -26.8% | 6,275 | +4.1% | 0.02% | -5.6% |
| Q4 2019 | $362,000 | +4.0% | 6,025 | -2.0% | 0.02% | -5.3% |
| Q3 2019 | $348,000 | -10.3% | 6,150 | -9.6% | 0.02% | -13.6% |
| Q2 2019 | $388,000 | -10.6% | 6,802 | -13.2% | 0.02% | -12.0% |
| Q1 2019 | $434,000 | +8.8% | 7,840 | -5.9% | 0.02% | -7.4% |
| Q4 2018 | $399,000 | -23.6% | 8,328 | -7.8% | 0.03% | -15.6% |
| Q3 2018 | $522,000 | +6.7% | 9,028 | +1.3% | 0.03% | +6.7% |
| Q2 2018 | $489,000 | +1.0% | 8,908 | -2.6% | 0.03% | -3.2% |
| Q1 2018 | $484,000 | -0.8% | 9,148 | -0.2% | 0.03% | 0.0% |
| Q4 2017 | $488,000 | +5.6% | 9,166 | -0.5% | 0.03% | 0.0% |
| Q3 2017 | $462,000 | +1.8% | 9,210 | -2.4% | 0.03% | -6.1% |
| Q2 2017 | $454,000 | +27.5% | 9,436 | +25.6% | 0.03% | +26.9% |
| Q1 2017 | $356,000 | +11.6% | 7,513 | +6.4% | 0.03% | 0.0% |
| Q4 2016 | $319,000 | +11.5% | 7,062 | +7.3% | 0.03% | -16.1% |
| Q3 2016 | $286,000 | +66.3% | 6,582 | +60.5% | 0.03% | +63.2% |
| Q2 2016 | $172,000 | +237.3% | 4,102 | +224.0% | 0.02% | +216.7% |
| Q1 2016 | $51,000 | -59.2% | 1,266 | -59.3% | 0.01% | -60.0% |
| Q4 2015 | $125,000 | +1685.7% | 3,113 | +1629.4% | 0.02% | +1400.0% |
| Q3 2015 | $7,000 | 0.0% | 180 | +16.1% | 0.00% | 0.0% |
| Q2 2015 | $7,000 | – | 155 | – | 0.00% | – |
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% |