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 | $10,355 | -4.7% | 153 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,868 | +4.7% | 153 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,381 | +3.4% | 153 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $10,038 | -41.0% | 153 | -45.0% | 0.00% | -40.0% |
| Q3 2022 | $17,000 | +41.7% | 278 | +41.1% | 0.01% | +25.0% |
| Q2 2022 | $12,000 | 0.0% | 197 | +28.8% | 0.00% | +33.3% |
| Q1 2022 | $12,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | -42.9% | 153 | -44.4% | 0.00% | -50.0% |
| Q3 2021 | $21,000 | -4.5% | 275 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $22,000 | +10.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +5.3% | 275 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | +26.7% | 275 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $15,000 | -16.7% | 275 | -21.2% | 0.01% | -25.0% |
| Q2 2020 | $18,000 | +38.5% | 349 | +14.4% | 0.01% | +14.3% |
| Q1 2020 | $13,000 | -27.8% | 305 | 0.0% | 0.01% | -22.2% |
| Q4 2019 | $18,000 | +28.6% | 305 | +20.1% | 0.01% | +28.6% |
| Q3 2019 | $14,000 | 0.0% | 254 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $14,000 | 0.0% | 254 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +75.0% | 254 | +50.3% | 0.01% | +60.0% |
| Q4 2018 | $8,000 | -20.0% | 169 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $10,000 | +11.1% | 169 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $9,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $9,000 | -25.0% | 169 | -24.9% | 0.01% | -28.6% |
| Q4 2017 | $12,000 | – | 225 | – | 0.01% | – |
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% |