SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,022 | -4.7% | 3,443 | 0.0% | 0.13% | -14.6% |
| Q2 2023 | $244,556 | +4.7% | 3,443 | 0.0% | 0.16% | -12.8% |
| Q1 2023 | $233,608 | +3.4% | 3,443 | 0.0% | 0.18% | -17.4% |
| Q4 2022 | $225,895 | +8.6% | 3,443 | 0.0% | 0.22% | -2.7% |
| Q3 2022 | $208,000 | -3.7% | 3,443 | 0.0% | 0.22% | +5.2% |
| Q2 2022 | $216,000 | -17.2% | 3,443 | 0.0% | 0.21% | +1.4% |
| Q1 2022 | $261,000 | -31.7% | 3,443 | -27.4% | 0.21% | -16.0% |
| Q4 2021 | $382,000 | +4.9% | 4,744 | 0.0% | 0.25% | +5.0% |
| Q3 2021 | $364,000 | -1.9% | 4,744 | 0.0% | 0.24% | +2.1% |
| Q2 2021 | $371,000 | -21.4% | 4,744 | -25.3% | 0.23% | -27.2% |
| Q1 2021 | $472,000 | +7.0% | 6,347 | -1.9% | 0.32% | +3.9% |
| Q4 2020 | $441,000 | -23.8% | 6,469 | -38.1% | 0.31% | -31.6% |
| Q3 2020 | $579,000 | -20.2% | 10,444 | -24.3% | 0.45% | -29.1% |
| Q2 2020 | $726,000 | +26.3% | 13,800 | +1.1% | 0.64% | +5.1% |
| Q1 2020 | $575,000 | -72.9% | 13,650 | -61.3% | 0.60% | -58.4% |
| Q4 2019 | $2,120,000 | – | 35,241 | – | 1.45% | – |
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% |