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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $203,000 | +1.5% | 2,597 | -21.9% | 0.06% | -42.3% |
| Q4 2019 | $200,000 | -9.1% | 3,324 | -14.4% | 0.11% | -14.0% |
| Q3 2019 | $220,000 | -3.1% | 3,883 | -2.2% | 0.13% | -5.1% |
| Q2 2019 | $227,000 | +11.8% | 3,972 | +8.4% | 0.14% | +8.8% |
| Q1 2019 | $203,000 | -9.4% | 3,665 | -5.4% | 0.12% | -15.5% |
| Q3 2018 | $224,000 | +4.2% | 3,875 | -0.8% | 0.15% | -3.9% |
| Q2 2018 | $215,000 | -3.6% | 3,905 | -7.4% | 0.15% | -7.2% |
| Q1 2018 | $223,000 | -0.9% | 4,216 | 0.0% | 0.17% | -5.1% |
| Q4 2017 | $225,000 | +6.1% | 4,216 | +0.0% | 0.18% | -0.6% |
| Q3 2017 | $212,000 | +1.9% | 4,215 | -2.7% | 0.18% | -13.7% |
| Q2 2017 | $208,000 | -5.0% | 4,331 | -6.6% | 0.20% | -8.5% |
| Q1 2017 | $219,000 | -8.4% | 4,637 | -12.3% | 0.22% | -17.4% |
| Q4 2016 | $239,000 | – | 5,290 | – | 0.27% | – |
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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% |