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 | $780,790 | -6.9% | 11,805 | 0.0% | 0.19% | -1.0% |
| Q2 2023 | $838,517 | +4.7% | 11,805 | 0.0% | 0.19% | +2.1% |
| Q1 2023 | $800,977 | +3.4% | 11,805 | 0.0% | 0.19% | +1.6% |
| Q4 2022 | $774,533 | +1.1% | 11,805 | -0.1% | 0.19% | -15.0% |
| Q3 2022 | $766,000 | -2.4% | 11,815 | 0.0% | 0.22% | +17.0% |
| Q2 2022 | $785,000 | -13.8% | 11,815 | -1.7% | 0.19% | +2.2% |
| Q1 2022 | $911,000 | -6.3% | 12,015 | 0.0% | 0.18% | -2.1% |
| Q4 2021 | $972,000 | +5.5% | 12,015 | 0.0% | 0.19% | -10.0% |
| Q3 2021 | $921,000 | -6.9% | 12,015 | -4.9% | 0.21% | -6.3% |
| Q2 2021 | $989,000 | +13.9% | 12,633 | -0.7% | 0.22% | +0.9% |
| Q1 2021 | $868,000 | +17.8% | 12,728 | -4.2% | 0.22% | +10.0% |
| Q4 2020 | $737,000 | +1.2% | 13,282 | +4.4% | 0.20% | +3.6% |
| Q3 2020 | $728,000 | +5.5% | 12,728 | -2.7% | 0.19% | +5.4% |
| Q2 2020 | $690,000 | +25.0% | 13,082 | 0.0% | 0.18% | +5.7% |
| Q1 2020 | $552,000 | -35.8% | 13,082 | -8.7% | 0.17% | -16.7% |
| Q4 2019 | $860,000 | +7.0% | 14,329 | 0.0% | 0.21% | +6.1% |
| Q3 2019 | $804,000 | -2.4% | 14,329 | -0.7% | 0.20% | -2.5% |
| Q2 2019 | $824,000 | +0.6% | 14,429 | -0.8% | 0.20% | -6.5% |
| Q1 2019 | $819,000 | +8.2% | 14,545 | -7.9% | 0.22% | -12.2% |
| Q4 2018 | $757,000 | -43.8% | 15,786 | -37.3% | 0.25% | -39.0% |
| Q3 2018 | $1,348,000 | -30.6% | 25,188 | -31.4% | 0.40% | -37.9% |
| Q2 2018 | $1,942,000 | 0.0% | 36,727 | 0.0% | 0.65% | +1.7% |
| Q1 2018 | $1,942,000 | -1.5% | 36,727 | -0.8% | 0.64% | -5.8% |
| Q4 2017 | $1,971,000 | +16.1% | 37,005 | +9.3% | 0.68% | +9.7% |
| Q3 2017 | $1,697,000 | +3.2% | 33,856 | -0.8% | 0.62% | -5.1% |
| Q2 2017 | $1,644,000 | +16.1% | 34,135 | +14.1% | 0.65% | +5.2% |
| Q1 2017 | $1,416,000 | -10.2% | 29,907 | -14.3% | 0.62% | -10.8% |
| Q4 2016 | $1,576,000 | +6.2% | 34,897 | +2.3% | 0.69% | +7.8% |
| Q3 2016 | $1,484,000 | +3.6% | 34,107 | 0.0% | 0.64% | +7.3% |
| Q2 2016 | $1,433,000 | -31.8% | 34,107 | -34.1% | 0.60% | -34.9% |
| Q1 2016 | $2,102,000 | +1.3% | 51,786 | +0.0% | 0.92% | -3.2% |
| Q4 2015 | $2,075,000 | – | 51,785 | – | 0.95% | – |
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% |