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 | $1,181,586 | +2.0% | 17,458 | +7.1% | 0.32% | +7.1% |
| Q2 2023 | $1,158,225 | +4.4% | 16,306 | -0.3% | 0.30% | +4.2% |
| Q1 2023 | $1,109,580 | +0.9% | 16,353 | -2.4% | 0.28% | -3.7% |
| Q4 2022 | $1,099,459 | +6.0% | 16,757 | -2.2% | 0.30% | -0.7% |
| Q3 2022 | $1,037,000 | -7.0% | 17,128 | -3.6% | 0.30% | -2.6% |
| Q2 2022 | $1,115,000 | -20.4% | 17,768 | -3.8% | 0.30% | -8.7% |
| Q1 2022 | $1,401,000 | +6.4% | 18,471 | +12.8% | 0.33% | +12.1% |
| Q4 2021 | $1,317,000 | +9.3% | 16,368 | +4.1% | 0.30% | +1.4% |
| Q3 2021 | $1,205,000 | -1.7% | 15,725 | +0.4% | 0.29% | -0.7% |
| Q2 2021 | $1,226,000 | +5.2% | 15,669 | +0.1% | 0.30% | -0.7% |
| Q1 2021 | $1,165,000 | +9.5% | 15,656 | +0.3% | 0.30% | +4.2% |
| Q4 2020 | $1,064,000 | +23.7% | 15,612 | +0.7% | 0.29% | +13.0% |
| Q3 2020 | $860,000 | +4.9% | 15,498 | -0.6% | 0.25% | -1.6% |
| Q2 2020 | $820,000 | +13.1% | 15,585 | -9.4% | 0.26% | -2.7% |
| Q1 2020 | $725,000 | -27.8% | 17,198 | +3.0% | 0.26% | -13.7% |
| Q4 2019 | $1,004,000 | +8.7% | 16,697 | +2.2% | 0.31% | +0.3% |
| Q3 2019 | $924,000 | -0.6% | 16,344 | +0.3% | 0.30% | -0.7% |
| Q2 2019 | $930,000 | +15.2% | 16,289 | +11.9% | 0.31% | +11.6% |
| Q1 2019 | $807,000 | +11.8% | 14,563 | -3.3% | 0.28% | +2.2% |
| Q4 2018 | $722,000 | -8.1% | 15,062 | +10.8% | 0.27% | +1.5% |
| Q3 2018 | $786,000 | +5.4% | 13,596 | -0.0% | 0.26% | +0.4% |
| Q2 2018 | $746,000 | +4.2% | 13,600 | +0.4% | 0.26% | +2.7% |
| Q1 2018 | $716,000 | +17.4% | 13,546 | +18.2% | 0.26% | +16.8% |
| Q4 2017 | $610,000 | +11.3% | 11,458 | +4.7% | 0.22% | +4.3% |
| Q3 2017 | $548,000 | +9.8% | 10,945 | +5.7% | 0.21% | +4.5% |
| Q2 2017 | $499,000 | +4.2% | 10,357 | +2.2% | 0.20% | +2.0% |
| Q1 2017 | $479,000 | +17.7% | 10,130 | +12.4% | 0.20% | +10.0% |
| Q4 2016 | $407,000 | +11.2% | 9,009 | +7.0% | 0.18% | +11.1% |
| Q3 2016 | $366,000 | +4.0% | 8,420 | +0.4% | 0.16% | +0.6% |
| Q2 2016 | $352,000 | +42.5% | 8,386 | +37.9% | 0.16% | +40.0% |
| Q1 2016 | $247,000 | -16.0% | 6,081 | -17.2% | 0.12% | -31.1% |
| Q4 2015 | $294,000 | -14.3% | 7,348 | -16.6% | 0.17% | -17.7% |
| Q3 2015 | $343,000 | -3.7% | 8,815 | +5.4% | 0.20% | +1.0% |
| Q2 2015 | $356,000 | +16.0% | 8,360 | +17.7% | 0.20% | +12.9% |
| Q1 2015 | $307,000 | +19.9% | 7,105 | +12.9% | 0.18% | +13.4% |
| Q4 2014 | $256,000 | – | 6,293 | – | 0.16% | – |
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% |