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 | $194 | -4.4% | 2,861 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $203 | +23.8% | 2,861 | +18.7% | 0.03% | +11.1% |
| Q1 2023 | $164 | +31.2% | 2,411 | +26.2% | 0.03% | +22.7% |
| Q4 2022 | $125 | -99.9% | 1,910 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $116,000 | -3.3% | 1,910 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $120,000 | -25.0% | 1,910 | -9.3% | 0.02% | -18.5% |
| Q1 2022 | $160,000 | +3.9% | 2,105 | +10.2% | 0.03% | +8.0% |
| Q4 2021 | $154,000 | +5.5% | 1,910 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $146,000 | -2.0% | 1,910 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $149,000 | +4.9% | 1,910 | 0.0% | 0.03% | +3.8% |
| Q1 2021 | $142,000 | +97.2% | 1,910 | +81.7% | 0.03% | +62.5% |
| Q4 2020 | $72,000 | +24.1% | 1,051 | 0.0% | 0.02% | +14.3% |
| Q3 2020 | $58,000 | +5.5% | 1,051 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $55,000 | +25.0% | 1,051 | 0.0% | 0.02% | +7.1% |
| Q1 2020 | $44,000 | -30.2% | 1,051 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $63,000 | +6.8% | 1,051 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $59,000 | -1.7% | 1,051 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $60,000 | +3.4% | 1,051 | 0.0% | 0.02% | +6.2% |
| Q1 2019 | $58,000 | +16.0% | 1,051 | 0.0% | 0.02% | +6.7% |
| Q4 2018 | $50,000 | – | 1,051 | – | 0.02% | – |
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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% |