SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465,638 | -4.7% | 6,880 | 0.0% | 0.36% | +0.6% |
| Q2 2023 | $488,686 | +4.7% | 6,880 | 0.0% | 0.36% | +0.8% |
| Q1 2023 | $466,808 | +3.4% | 6,880 | 0.0% | 0.36% | +1.7% |
| Q4 2022 | $451,397 | +8.5% | 6,880 | 0.0% | 0.35% | -2.5% |
| Q3 2022 | $416,000 | -3.7% | 6,880 | 0.0% | 0.36% | -0.6% |
| Q2 2022 | $432,000 | -19.6% | 6,880 | -2.8% | 0.36% | -9.9% |
| Q1 2022 | $537,000 | -8.4% | 7,080 | -2.7% | 0.40% | -9.2% |
| Q4 2021 | $586,000 | +5.0% | 7,280 | 0.0% | 0.44% | -6.7% |
| Q3 2021 | $558,000 | -2.1% | 7,280 | 0.0% | 0.48% | -2.3% |
| Q2 2021 | $570,000 | +5.2% | 7,280 | 0.0% | 0.49% | +0.8% |
| Q1 2021 | $542,000 | +1.9% | 7,280 | -6.7% | 0.48% | -5.7% |
| Q4 2020 | $532,000 | +22.9% | 7,805 | 0.0% | 0.51% | +9.9% |
| Q3 2020 | $433,000 | +3.3% | 7,805 | -1.9% | 0.47% | -1.3% |
| Q2 2020 | $419,000 | +22.5% | 7,955 | -1.9% | 0.47% | +5.6% |
| Q1 2020 | $342,000 | -29.9% | 8,105 | 0.0% | 0.45% | -9.1% |
| Q4 2019 | $488,000 | – | 8,105 | – | 0.49% | – |
Download | ||||||
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% |