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 | $6,045,450 | -13.1% | 89,324 | -8.8% | 5.64% | +6.7% |
| Q2 2023 | $6,958,750 | +2.3% | 97,969 | -2.3% | 5.29% | -9.2% |
| Q1 2023 | $6,801,544 | +4.1% | 100,244 | +0.6% | 5.83% | -7.2% |
| Q4 2022 | $6,535,092 | +5.1% | 99,605 | -3.0% | 6.28% | -1.3% |
| Q3 2022 | $6,217,000 | -3.9% | 102,711 | -0.3% | 6.36% | +1.1% |
| Q2 2022 | $6,466,000 | -34.6% | 103,069 | -21.0% | 6.30% | -22.2% |
| Q1 2022 | $9,893,000 | -9.8% | 130,411 | -4.4% | 8.10% | -7.4% |
| Q4 2021 | $10,968,000 | +3.2% | 136,370 | -1.6% | 8.75% | -3.7% |
| Q3 2021 | $10,628,000 | -3.5% | 138,635 | -1.5% | 9.08% | -2.9% |
| Q2 2021 | $11,013,000 | -2.2% | 140,704 | -7.0% | 9.36% | -8.5% |
| Q1 2021 | $11,258,000 | -1.7% | 151,251 | -10.0% | 10.23% | -8.2% |
| Q4 2020 | $11,455,000 | – | 168,007 | – | 11.15% | – |
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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% |