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 | $2,136,912 | -12.3% | 31,574 | -8.0% | 0.26% | -12.2% |
| Q2 2023 | $2,437,382 | -3.8% | 34,315 | -8.1% | 0.30% | -21.7% |
| Q1 2023 | $2,534,164 | -18.5% | 37,350 | -21.2% | 0.38% | -35.6% |
| Q4 2022 | $3,110,176 | +3.1% | 47,404 | -4.9% | 0.59% | -7.6% |
| Q3 2022 | $3,016,000 | +23.5% | 49,822 | +28.0% | 0.64% | -11.1% |
| Q2 2022 | $2,442,000 | -17.6% | 38,927 | -0.3% | 0.71% | +4.1% |
| Q1 2022 | $2,962,000 | -11.4% | 39,041 | -6.1% | 0.69% | +20.1% |
| Q4 2021 | $3,342,000 | +1.0% | 41,557 | -3.7% | 0.57% | -11.5% |
| Q3 2021 | $3,309,000 | +1.1% | 43,162 | +3.2% | 0.64% | +2.4% |
| Q2 2021 | $3,274,000 | -1.2% | 41,828 | -6.1% | 0.63% | -12.0% |
| Q1 2021 | $3,315,000 | -62.3% | 44,533 | -65.5% | 0.72% | -54.6% |
| Q4 2020 | $8,801,000 | – | 129,090 | – | 1.58% | – |
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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% |