SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,297,628 | -4.7% | 19,173 | 0.0% | 0.24% | -2.8% |
| Q2 2023 | $1,361,858 | +78.4% | 19,173 | +70.4% | 0.25% | +64.1% |
| Q1 2023 | $763,516 | -40.5% | 11,253 | -42.4% | 0.15% | -44.0% |
| Q4 2022 | $1,282,478 | +12.9% | 19,547 | +17.4% | 0.27% | -15.5% |
| Q3 2022 | $1,136,000 | -59.2% | 16,655 | -62.5% | 0.32% | -46.3% |
| Q2 2022 | $2,787,000 | -2.4% | 44,420 | +18.0% | 0.60% | -1.6% |
| Q1 2022 | $2,856,000 | +14.5% | 37,650 | +21.3% | 0.61% | +16.1% |
| Q4 2021 | $2,495,000 | +4.9% | 31,028 | 0.0% | 0.53% | -15.9% |
| Q3 2021 | $2,378,000 | -2.1% | 31,028 | 0.0% | 0.63% | +4.2% |
| Q2 2021 | $2,429,000 | +95.9% | 31,028 | +86.3% | 0.60% | +96.7% |
| Q1 2021 | $1,240,000 | +9.2% | 16,655 | 0.0% | 0.31% | -6.7% |
| Q4 2020 | $1,136,000 | +22.9% | 16,655 | 0.0% | 0.33% | +10.8% |
| Q3 2020 | $924,000 | +5.5% | 16,655 | 0.0% | 0.30% | +13.0% |
| Q2 2020 | $876,000 | – | 16,655 | – | 0.26% | – |
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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% |