SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,149,909 | -2.4% | 76,092 | +2.4% | 1.19% | -1.0% |
| Q2 2023 | $5,275,739 | +6.6% | 74,275 | +1.8% | 1.20% | +18.5% |
| Q1 2023 | $4,948,655 | +4.7% | 72,935 | +1.2% | 1.02% | -1.8% |
| Q4 2022 | $4,726,690 | +23.8% | 72,042 | +14.2% | 1.04% | -7.3% |
| Q3 2022 | $3,817,000 | -0.4% | 63,065 | +3.3% | 1.12% | +4.4% |
| Q2 2022 | $3,831,000 | -9.2% | 61,068 | +9.9% | 1.07% | -0.4% |
| Q1 2022 | $4,217,000 | -2.6% | 55,585 | +3.2% | 1.08% | +3.9% |
| Q4 2021 | $4,331,000 | +7.8% | 53,845 | +2.7% | 1.04% | -0.3% |
| Q3 2021 | $4,019,000 | -0.4% | 52,430 | +1.7% | 1.04% | -0.7% |
| Q2 2021 | $4,034,000 | +8.0% | 51,545 | +2.7% | 1.04% | +14.5% |
| Q1 2021 | $3,734,000 | +10.5% | 50,172 | +1.2% | 0.91% | -3.0% |
| Q4 2020 | $3,379,000 | +24.8% | 49,560 | +1.5% | 0.94% | +3.6% |
| Q3 2020 | $2,708,000 | +6.0% | 48,804 | +0.5% | 0.91% | +4.0% |
| Q2 2020 | $2,555,000 | +31.4% | 48,556 | +5.2% | 0.87% | +22.4% |
| Q1 2020 | $1,945,000 | -42.3% | 46,137 | -17.7% | 0.71% | -29.1% |
| Q4 2019 | $3,371,000 | +22.8% | 56,050 | +15.5% | 1.01% | +17.9% |
| Q3 2019 | $2,745,000 | +4.0% | 48,546 | +5.0% | 0.85% | -7.4% |
| Q2 2019 | $2,640,000 | +18.8% | 46,245 | +15.3% | 0.92% | +9.9% |
| Q1 2019 | $2,222,000 | +48.4% | 40,109 | +28.4% | 0.84% | +29.5% |
| Q4 2018 | $1,497,000 | +113.2% | 31,226 | +157.2% | 0.65% | +45.4% |
| Q3 2018 | $702,000 | +11.1% | 12,141 | +5.5% | 0.44% | +6.0% |
| Q2 2018 | $632,000 | -36.0% | 11,509 | -38.4% | 0.42% | +50.5% |
| Q1 2018 | $988,000 | – | 18,670 | – | 0.28% | – |
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% |