SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,898,948 | +99.7% | 161,036 | +109.6% | 0.67% | +45.2% |
| Q2 2023 | $5,458,345 | +7.3% | 76,846 | +2.5% | 0.46% | +3.8% |
| Q1 2023 | $5,084,683 | +5.1% | 74,940 | +1.6% | 0.44% | -6.5% |
| Q4 2022 | $4,839,591 | +9.3% | 73,763 | +0.8% | 0.47% | -0.6% |
| Q3 2022 | $4,429,000 | -34.3% | 73,178 | -31.9% | 0.48% | -13.4% |
| Q2 2022 | $6,742,000 | +361.5% | 107,476 | +458.1% | 0.55% | +244.4% |
| Q1 2022 | $1,461,000 | 0.0% | 19,257 | +6.0% | 0.16% | +2.6% |
| Q4 2021 | $1,461,000 | +3.6% | 18,163 | -1.2% | 0.16% | -10.3% |
| Q3 2021 | $1,410,000 | -1.0% | 18,387 | +1.0% | 0.17% | -3.9% |
| Q2 2021 | $1,424,000 | +1.9% | 18,196 | -3.0% | 0.18% | -10.8% |
| Q1 2021 | $1,397,000 | +3.1% | 18,764 | -5.6% | 0.20% | -5.6% |
| Q4 2020 | $1,355,000 | +21.2% | 19,874 | -1.4% | 0.22% | -21.5% |
| Q3 2020 | $1,118,000 | -5.0% | 20,157 | -9.9% | 0.27% | -30.5% |
| Q2 2020 | $1,177,000 | +24.0% | 22,370 | -0.7% | 0.39% | -6.2% |
| Q1 2020 | $949,000 | -33.1% | 22,532 | -4.5% | 0.42% | -38.4% |
| Q4 2019 | $1,418,000 | +6.8% | 23,584 | +0.4% | 0.68% | +9.1% |
| Q3 2019 | $1,328,000 | -90.2% | 23,481 | -1.4% | 0.62% | +13.6% |
| Q2 2019 | $13,595,000 | +838.9% | 23,812 | -8.9% | 0.55% | -16.5% |
| Q1 2019 | $1,448,000 | +15.3% | 26,134 | -0.2% | 0.66% | -10.9% |
| Q4 2018 | $1,256,000 | -9.8% | 26,197 | +8.8% | 0.74% | +23.5% |
| Q3 2018 | $1,393,000 | +1.6% | 24,081 | -3.6% | 0.60% | -7.1% |
| Q2 2018 | $1,371,000 | +3.4% | 24,977 | -0.4% | 0.64% | -2.4% |
| Q1 2018 | $1,326,000 | -2.6% | 25,077 | -1.8% | 0.66% | -21.2% |
| Q4 2017 | $1,362,000 | +30.8% | 25,548 | +24.1% | 0.84% | +27.1% |
| Q3 2017 | $1,041,000 | +11.6% | 20,583 | +6.3% | 0.66% | +11.7% |
| Q2 2017 | $933,000 | -1.2% | 19,372 | -2.9% | 0.59% | +4.4% |
| Q1 2017 | $944,000 | +28.1% | 19,947 | +22.4% | 0.57% | -3.1% |
| Q4 2016 | $737,000 | – | 16,297 | – | 0.58% | – |
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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% |