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 | $323,849 | -5.0% | 4,785 | -0.3% | 0.08% | -1.3% |
| Q2 2023 | $340,802 | +10.7% | 4,798 | +5.7% | 0.08% | +5.3% |
| Q1 2023 | $307,904 | +3.4% | 4,538 | 0.0% | 0.08% | -3.8% |
| Q4 2022 | $297,738 | +10.3% | 4,538 | +1.7% | 0.08% | +1.3% |
| Q3 2022 | $270,000 | -3.6% | 4,462 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $280,000 | -17.2% | 4,462 | 0.0% | 0.08% | -2.5% |
| Q1 2022 | $338,000 | -19.3% | 4,462 | -14.4% | 0.08% | -18.6% |
| Q4 2021 | $419,000 | +4.0% | 5,212 | -0.8% | 0.10% | -2.0% |
| Q3 2021 | $403,000 | -3.8% | 5,255 | -1.8% | 0.10% | -4.8% |
| Q2 2021 | $419,000 | +5.3% | 5,350 | 0.0% | 0.10% | +8.3% |
| Q1 2021 | $398,000 | +9.0% | 5,350 | 0.0% | 0.10% | +1.1% |
| Q4 2020 | $365,000 | +22.9% | 5,350 | 0.0% | 0.10% | +6.7% |
| Q3 2020 | $297,000 | -4.2% | 5,350 | -9.2% | 0.09% | -10.1% |
| Q2 2020 | $310,000 | -58.7% | 5,890 | -66.9% | 0.10% | -65.7% |
| Q1 2020 | $750,000 | -42.1% | 17,788 | -17.4% | 0.29% | -26.3% |
| Q4 2019 | $1,296,000 | +5.4% | 21,543 | -1.0% | 0.39% | -2.5% |
| Q3 2019 | $1,230,000 | -9.1% | 21,752 | -8.2% | 0.40% | -9.0% |
| Q2 2019 | $1,353,000 | +10.7% | 23,695 | +7.4% | 0.44% | +6.2% |
| Q1 2019 | $1,222,000 | +12.0% | 22,054 | -3.1% | 0.42% | +1.7% |
| Q4 2018 | $1,091,000 | +8.9% | 22,759 | +31.4% | 0.41% | +21.0% |
| Q3 2018 | $1,002,000 | +22.0% | 17,326 | +15.8% | 0.34% | +13.4% |
| Q2 2018 | $821,000 | +51.2% | 14,956 | +45.5% | 0.30% | +49.7% |
| Q1 2018 | $543,000 | +37.1% | 10,277 | +38.4% | 0.20% | +37.2% |
| Q4 2017 | $396,000 | +87.7% | 7,425 | +76.4% | 0.14% | +90.8% |
| Q3 2017 | $211,000 | – | 4,210 | – | 0.08% | – |
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% |