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 | $6,526,975 | -23.9% | 96,439 | -20.2% | 0.20% | -23.0% |
| Q2 2023 | $8,582,114 | -17.6% | 120,824 | -21.3% | 0.26% | -22.6% |
| Q1 2023 | $10,411,462 | +2.9% | 153,448 | -0.5% | 0.34% | -2.9% |
| Q4 2022 | $10,118,184 | +8.3% | 154,217 | -0.1% | 0.35% | -20.4% |
| Q3 2022 | $9,347,000 | +0.7% | 154,412 | +4.3% | 0.44% | -0.2% |
| Q2 2022 | $9,284,000 | -7.3% | 148,003 | +12.1% | 0.44% | +2.3% |
| Q1 2022 | $10,018,000 | -3.7% | 132,061 | +2.2% | 0.43% | +5.2% |
| Q4 2021 | $10,398,000 | +3.8% | 129,275 | -1.1% | 0.41% | -15.9% |
| Q3 2021 | $10,022,000 | +1.6% | 130,731 | +3.7% | 0.48% | -7.6% |
| Q2 2021 | $9,865,000 | +12.4% | 126,033 | +6.9% | 0.52% | +4.8% |
| Q1 2021 | $8,776,000 | +16.9% | 117,914 | +7.1% | 0.50% | +8.5% |
| Q4 2020 | $7,510,000 | +29.8% | 110,142 | +5.6% | 0.46% | +13.9% |
| Q3 2020 | $5,785,000 | – | 104,270 | – | 0.40% | – |
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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% |