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 | $3,878,111 | +9.1% | 57,301 | +14.5% | 0.18% | +11.9% |
Q2 2023 | $3,554,843 | +125.1% | 50,047 | +115.0% | 0.16% | +133.8% |
Q1 2023 | $1,579,235 | -10.5% | 23,275 | -13.4% | 0.07% | -19.0% |
Q4 2022 | $1,763,737 | +78.9% | 26,882 | +65.0% | 0.08% | +50.0% |
Q3 2022 | $986,000 | -16.3% | 16,288 | -13.3% | 0.06% | -21.1% |
Q2 2022 | $1,178,000 | +0.9% | 18,783 | +22.0% | 0.07% | 0.0% |
Q1 2022 | $1,168,000 | +17.9% | 15,398 | +25.0% | 0.07% | +20.3% |
Q4 2021 | $991,000 | +89.5% | 12,319 | +80.7% | 0.06% | +73.5% |
Q3 2021 | $523,000 | -44.3% | 6,819 | -43.2% | 0.03% | -46.0% |
Q2 2021 | $939,000 | +25.5% | 12,002 | +19.4% | 0.06% | +16.7% |
Q1 2021 | $748,000 | +14.5% | 10,054 | +5.0% | 0.05% | -6.9% |
Q4 2020 | $653,000 | +15.0% | 9,572 | -6.5% | 0.06% | -6.5% |
Q3 2020 | $568,000 | +1.4% | 10,233 | -3.8% | 0.06% | -11.4% |
Q2 2020 | $560,000 | +27.6% | 10,634 | +2.2% | 0.07% | +9.4% |
Q1 2020 | $439,000 | -38.8% | 10,401 | -12.8% | 0.06% | -29.7% |
Q4 2019 | $717,000 | +25.8% | 11,925 | +18.3% | 0.09% | +9.6% |
Q3 2019 | $570,000 | -1.7% | 10,077 | -0.8% | 0.08% | -9.8% |
Q2 2019 | $580,000 | +11.8% | 10,158 | +8.3% | 0.09% | +3.4% |
Q1 2019 | $519,000 | +38.4% | 9,378 | +19.7% | 0.09% | +21.9% |
Q4 2018 | $375,000 | -15.2% | 7,833 | +2.5% | 0.07% | -9.9% |
Q3 2018 | $442,000 | +766.7% | 7,645 | +727.4% | 0.08% | +710.0% |
Q2 2018 | $51,000 | +4.1% | 924 | +0.2% | 0.01% | -9.1% |
Q1 2018 | $49,000 | – | 922 | – | 0.01% | – |
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% |