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 | $3,519 | -89.5% | 52 | -88.9% | 0.00% | -100.0% |
Q2 2023 | $33,384 | +18.3% | 470 | +13.0% | 0.00% | 0.0% |
Q1 2023 | $28,226 | +50.9% | 416 | +46.0% | 0.00% | +50.0% |
Q4 2022 | $18,699 | – | 285 | +3971.4% | 0.00% | – |
Q3 2022 | $0 | – | 7 | 0.0% | 0.00% | – |
Q2 2022 | $0 | -100.0% | 7 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | -80.0% | 7 | -89.6% | 0.00% | -100.0% |
Q4 2021 | $5,000 | +400.0% | 67 | +857.1% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
Q1 2021 | $1,000 | – | 7 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
Q4 2019 | $0 | – | 7 | 0.0% | 0.00% | – |
Q3 2019 | $0 | -100.0% | 7 | -86.0% | 0.00% | -100.0% |
Q2 2019 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $3,000 | – | 50 | – | 0.00% | – |
Q4 2018 | $0 | – | 0 | – | 0.00% | – |
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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% |