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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,167,690 | +11.6% | 108,440 | +0.3% | 0.94% | -2.2% |
| Q3 2023 | $7,319,749 | -5.7% | 108,152 | -1.0% | 0.96% | -3.6% |
| Q2 2023 | $7,762,855 | +4.6% | 109,290 | -0.1% | 0.99% | -1.9% |
| Q1 2023 | $7,421,300 | +4.8% | 109,378 | +1.3% | 1.01% | -0.5% |
| Q4 2022 | $7,082,985 | +10.9% | 107,956 | +2.3% | 1.02% | +2.5% |
| Q3 2022 | $6,388,690 | +10.4% | 105,546 | +14.4% | 0.99% | +18.0% |
| Q2 2022 | $5,785,603 | -15.0% | 92,230 | +2.8% | 0.84% | -2.1% |
| Q1 2022 | $6,802,873 | -6.9% | 89,677 | -1.3% | 0.86% | -5.5% |
| Q4 2021 | $7,310,281 | +8.5% | 90,890 | +3.4% | 0.91% | -3.1% |
| Q3 2021 | $6,736,219 | +0.3% | 87,871 | +2.4% | 0.94% | +0.8% |
| Q2 2021 | $6,718,435 | +8.2% | 85,837 | +2.8% | 0.93% | -1.7% |
| Q1 2021 | $6,212,038 | +2.6% | 83,461 | -6.0% | 0.95% | -13.1% |
| Q4 2020 | $6,053,566 | +27.0% | 88,788 | +3.3% | 1.09% | +12.5% |
| Q3 2020 | $4,767,064 | +4.5% | 85,924 | -0.9% | 0.97% | -5.1% |
| Q2 2020 | $4,561,365 | +24.8% | 86,685 | -0.0% | 1.02% | +8.2% |
| Q1 2020 | $3,655,019 | -34.9% | 86,694 | -7.1% | 0.94% | -21.2% |
| Q4 2019 | $5,614,822 | +12.8% | 93,347 | +6.1% | 1.20% | +4.5% |
| Q3 2019 | $4,975,859 | -1.0% | 88,006 | +0.0% | 1.14% | -4.3% |
| Q2 2019 | $5,023,635 | +50.9% | 87,995 | +46.4% | 1.20% | +44.0% |
| Q1 2019 | $3,329,659 | +37.4% | 60,113 | +18.9% | 0.83% | +20.4% |
| Q4 2018 | $2,423,245 | -34.0% | 50,558 | -20.4% | 0.69% | -18.0% |
| Q3 2018 | $3,672,840 | +21.8% | 63,500 | +15.6% | 0.84% | +13.2% |
| Q2 2018 | $3,016,096 | +27.7% | 54,948 | +23.1% | 0.74% | +20.2% |
| Q1 2018 | $2,361,356 | +20.2% | 44,655 | +21.1% | 0.62% | +18.6% |
| Q4 2017 | $1,964,278 | +307.6% | 36,874 | +283.5% | 0.52% | +269.5% |
| Q3 2017 | $481,858 | +201.2% | 9,616 | +189.5% | 0.14% | +166.0% |
| Q2 2017 | $159,988 | +691.6% | 3,322 | +678.0% | 0.05% | +657.1% |
| Q1 2017 | $20,210 | – | 427 | – | 0.01% | – |
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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% |