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 | $4,704,000 | -5.5% | 69,504 | +0.2% | 0.04% | -2.3% |
| Q2 2023 | $4,975,718 | +7.7% | 69,382 | +1.9% | 0.04% | -2.3% |
| Q1 2023 | $4,621,869 | +302.3% | 68,119 | +5.1% | 0.04% | -24.1% |
| Q4 2022 | $1,148,917 | -69.6% | 64,787 | +3.9% | 0.06% | +34.9% |
| Q3 2022 | $3,776,000 | -64.3% | 62,381 | -63.0% | 0.04% | -54.3% |
| Q2 2022 | $10,564,000 | -35.6% | 168,391 | -22.1% | 0.09% | -25.4% |
| Q1 2022 | $16,398,000 | -2.5% | 216,161 | +3.4% | 0.13% | 0.0% |
| Q4 2021 | $16,816,000 | -27.5% | 209,070 | -30.9% | 0.13% | -14.3% |
| Q3 2021 | $23,195,000 | +46.5% | 302,584 | +49.5% | 0.15% | +6.5% |
| Q2 2021 | $15,837,000 | +6.2% | 202,347 | +0.9% | 0.14% | -2.8% |
| Q1 2021 | $14,919,000 | -6.9% | 200,452 | -14.7% | 0.14% | -15.0% |
| Q4 2020 | $16,020,000 | +67.5% | 234,970 | +33.1% | 0.17% | +34.7% |
| Q3 2020 | $9,564,000 | +1.2% | 176,500 | -1.7% | 0.12% | -5.3% |
| Q2 2020 | $9,446,000 | +23.8% | 179,512 | -0.8% | 0.13% | -6.4% |
| Q1 2020 | $7,628,000 | -8.7% | 180,925 | +30.3% | 0.14% | +7.7% |
| Q4 2019 | $8,352,000 | +26.3% | 138,856 | +18.7% | 0.13% | +26.2% |
| Q3 2019 | $6,612,000 | +69.2% | 116,946 | +70.9% | 0.10% | +45.1% |
| Q2 2019 | $3,907,000 | +13.6% | 68,441 | +10.3% | 0.07% | +4.4% |
| Q1 2019 | $3,438,000 | +8.0% | 62,076 | -6.5% | 0.07% | -11.7% |
| Q4 2018 | $3,183,000 | -0.8% | 66,400 | +19.7% | 0.08% | +16.7% |
| Q3 2018 | $3,208,000 | +70.3% | 55,468 | +61.7% | 0.07% | +112.9% |
| Q2 2018 | $1,884,000 | +96.5% | 34,305 | +89.2% | 0.03% | -18.4% |
| Q1 2018 | $959,000 | -40.4% | 18,135 | -38.6% | 0.04% | -44.1% |
| Q4 2017 | $1,608,000 | -12.2% | 29,554 | -18.5% | 0.07% | +51.1% |
| Q3 2017 | $1,832,000 | +10.2% | 36,250 | +4.9% | 0.04% | 0.0% |
| Q2 2017 | $1,662,000 | +9.1% | 34,542 | +5.9% | 0.04% | +4.7% |
| Q1 2017 | $1,524,000 | +17.7% | 32,618 | +15.8% | 0.04% | +2.4% |
| Q4 2016 | $1,295,000 | +18.6% | 28,170 | +11.0% | 0.04% | -6.7% |
| Q3 2016 | $1,092,000 | +24.8% | 25,375 | +21.4% | 0.04% | +28.6% |
| Q2 2016 | $875,000 | +8.6% | 20,898 | +5.3% | 0.04% | -10.3% |
| Q1 2016 | $806,000 | +22.3% | 19,850 | +20.8% | 0.04% | +21.9% |
| Q4 2015 | $659,000 | +5.4% | 16,437 | +2.3% | 0.03% | -5.9% |
| Q3 2015 | $625,000 | -45.1% | 16,061 | -39.8% | 0.03% | -37.0% |
| Q2 2015 | $1,138,000 | -7.9% | 26,690 | -6.8% | 0.05% | -23.9% |
| Q1 2015 | $1,236,000 | -3.4% | 28,644 | -9.0% | 0.07% | -13.4% |
| Q4 2014 | $1,280,000 | -43.4% | 31,466 | -46.1% | 0.08% | -47.4% |
| Q3 2014 | $2,261,000 | – | 58,421 | – | 0.16% | – |
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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% |