SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $778,966 | +47.4% | 11,510 | +54.7% | 0.01% | +66.7% |
| Q2 2023 | $528,577 | +13.4% | 7,442 | +8.3% | 0.00% | 0.0% |
| Q1 2023 | $466,037 | -3.3% | 6,869 | -6.5% | 0.00% | 0.0% |
| Q4 2022 | $482,044 | +30.6% | 7,347 | +20.5% | 0.00% | 0.0% |
| Q3 2022 | $369,000 | +43.0% | 6,098 | +48.2% | 0.00% | +50.0% |
| Q2 2022 | $258,000 | -91.0% | 4,114 | -89.1% | 0.00% | -90.0% |
| Q1 2022 | $2,851,000 | +640.5% | 37,588 | +685.7% | 0.02% | +566.7% |
| Q4 2021 | $385,000 | +85.1% | 4,784 | +20.9% | 0.00% | 0.0% |
| Q2 2020 | $208,000 | -11.1% | 3,958 | +1.9% | 0.00% | -40.0% |
| Q4 2019 | $234,000 | +10.4% | 3,886 | +3.7% | 0.01% | -16.7% |
| Q3 2019 | $212,000 | -38.4% | 3,749 | -37.7% | 0.01% | -40.0% |
| Q2 2019 | $344,000 | -56.1% | 6,017 | -57.5% | 0.01% | -81.5% |
| Q1 2019 | $784,000 | – | 14,158 | – | 0.05% | – |
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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% |