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 | $348,654 | -17.0% | 5,152 | -12.9% | 0.07% | -8.9% |
| Q2 2023 | $420,000 | +3.0% | 5,913 | -1.6% | 0.08% | -4.8% |
| Q1 2023 | $407,779 | -9.3% | 6,010 | -12.2% | 0.08% | +38.3% |
| Q4 2022 | $449,363 | -21.4% | 6,849 | -27.6% | 0.06% | -56.8% |
| Q3 2022 | $572,000 | -50.6% | 9,457 | -48.8% | 0.14% | -40.9% |
| Q2 2022 | $1,159,000 | -34.6% | 18,482 | -20.8% | 0.24% | -25.4% |
| Q1 2022 | $1,771,000 | -8.6% | 23,340 | -3.1% | 0.32% | -2.2% |
| Q4 2021 | $1,938,000 | +11.1% | 24,094 | +5.9% | 0.32% | +4.2% |
| Q3 2021 | $1,744,000 | +5.2% | 22,745 | +7.3% | 0.31% | +2.0% |
| Q2 2021 | $1,658,000 | +16.1% | 21,189 | +10.4% | 0.30% | -7.3% |
| Q1 2021 | $1,428,000 | +15.3% | 19,192 | +5.6% | 0.33% | +5.1% |
| Q4 2020 | $1,239,000 | +33.7% | 18,166 | +8.7% | 0.31% | +3.0% |
| Q3 2020 | $927,000 | +27.5% | 16,711 | +20.9% | 0.30% | +8.6% |
| Q2 2020 | $727,000 | +120.3% | 13,821 | +76.3% | 0.28% | +84.1% |
| Q1 2020 | $330,000 | +123.0% | 7,839 | +219.3% | 0.15% | +169.6% |
| Q4 2019 | $148,000 | +492.0% | 2,455 | +459.2% | 0.06% | +409.1% |
| Q3 2019 | $25,000 | 0.0% | 439 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | +4.2% | 439 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $24,000 | +14.3% | 439 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $21,000 | -16.0% | 439 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $25,000 | -85.2% | 439 | -86.6% | 0.02% | -88.0% |
| Q1 2018 | $169,000 | -5.1% | 3,282 | +0.3% | 0.12% | -6.0% |
| Q4 2017 | $178,000 | +709.1% | 3,272 | +648.7% | 0.13% | +565.0% |
| Q3 2017 | $22,000 | +15.8% | 437 | +12.6% | 0.02% | 0.0% |
| Q2 2017 | $19,000 | +5.6% | 388 | +0.3% | 0.02% | +5.3% |
| Q1 2017 | $18,000 | 0.0% | 387 | +0.3% | 0.02% | -24.0% |
| Q4 2016 | $18,000 | – | 386 | – | 0.02% | – |
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% |