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 | $2,052,941 | -49.7% | 30,333 | -47.2% | 0.22% | -40.9% |
| Q2 2023 | $4,078,583 | +3.0% | 57,420 | -1.6% | 0.37% | -1.6% |
| Q1 2023 | $3,958,980 | +103.6% | 58,350 | +96.9% | 0.37% | +71.1% |
| Q4 2022 | $1,944,369 | +144.6% | 29,635 | +124.2% | 0.22% | +73.0% |
| Q4 2019 | $795,000 | -14.5% | 13,216 | -19.6% | 0.13% | -23.6% |
| Q3 2019 | $930,000 | -25.0% | 16,445 | -24.3% | 0.16% | -9.3% |
| Q2 2019 | $1,240,000 | -21.7% | 21,725 | -24.0% | 0.18% | -38.1% |
| Q1 2019 | $1,583,000 | +7.7% | 28,586 | -6.8% | 0.29% | -2.6% |
| Q4 2018 | $1,470,000 | -17.1% | 30,667 | 0.0% | 0.30% | -1.9% |
| Q3 2018 | $1,774,000 | +4.5% | 30,667 | -0.9% | 0.31% | +0.3% |
| Q2 2018 | $1,698,000 | -0.5% | 30,939 | -4.1% | 0.31% | -5.2% |
| Q1 2018 | $1,706,000 | +0.6% | 32,257 | +1.3% | 0.32% | +3.5% |
| Q4 2017 | $1,696,000 | +6.4% | 31,842 | +0.1% | 0.31% | -43.8% |
| Q3 2017 | $1,594,000 | -7.5% | 31,816 | -12.6% | 0.56% | -13.6% |
| Q1 2017 | $1,723,000 | +1.7% | 36,402 | -3.0% | 0.64% | -4.0% |
| Q4 2016 | $1,695,000 | -9.4% | 37,545 | -12.6% | 0.67% | -16.3% |
| Q3 2016 | $1,870,000 | +3.3% | 42,965 | -0.4% | 0.80% | +5.5% |
| Q2 2016 | $1,811,000 | – | 43,119 | – | 0.76% | – |
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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% |