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 | $2,082,717 | -4.7% | 30,773 | 0.0% | 1.16% | -3.4% |
| Q2 2023 | $2,185,806 | +2.9% | 30,773 | -1.7% | 1.20% | -1.6% |
| Q1 2023 | $2,124,994 | +3.4% | 31,319 | 0.0% | 1.22% | +1.4% |
| Q4 2022 | $2,054,840 | +8.4% | 31,319 | 0.0% | 1.21% | +4.4% |
| Q3 2022 | $1,896,000 | -9.2% | 31,319 | -5.9% | 1.16% | -1.7% |
| Q2 2022 | $2,089,000 | -17.6% | 33,294 | -0.4% | 1.18% | -3.2% |
| Q1 2022 | $2,535,000 | -5.7% | 33,414 | 0.0% | 1.21% | +0.1% |
| Q4 2021 | $2,687,000 | +4.9% | 33,414 | 0.0% | 1.21% | +0.2% |
| Q3 2021 | $2,562,000 | -2.0% | 33,414 | 0.0% | 1.21% | -1.7% |
| Q2 2021 | $2,615,000 | +5.1% | 33,414 | 0.0% | 1.23% | +0.7% |
| Q1 2021 | $2,487,000 | +9.2% | 33,414 | 0.0% | 1.22% | +6.3% |
| Q4 2020 | $2,278,000 | +214.6% | 33,414 | +156.2% | 1.15% | +62.2% |
| Q3 2020 | $724,000 | -41.4% | 13,043 | -44.4% | 0.71% | -27.9% |
| Q2 2020 | $1,235,000 | -40.5% | 23,475 | -52.3% | 0.98% | -50.6% |
| Q1 2020 | $2,074,000 | -29.9% | 49,198 | +0.0% | 1.99% | +15.4% |
| Q4 2019 | $2,959,000 | +4.9% | 49,195 | -1.4% | 1.72% | -3.7% |
| Q3 2019 | $2,821,000 | -0.9% | 49,895 | +0.0% | 1.79% | -13.9% |
| Q2 2019 | $2,848,000 | +3.0% | 49,893 | 0.0% | 2.08% | -3.3% |
| Q1 2019 | $2,764,000 | +13.7% | 49,893 | -1.6% | 2.15% | +11.8% |
| Q4 2018 | $2,430,000 | -14.2% | 50,694 | +3.6% | 1.92% | -11.3% |
| Q3 2018 | $2,831,000 | +7.1% | 48,952 | +1.7% | 2.17% | +4.9% |
| Q2 2018 | $2,643,000 | +3.8% | 48,152 | 0.0% | 2.06% | -1.8% |
| Q1 2018 | $2,546,000 | +34.1% | 48,152 | +35.1% | 2.10% | +23.1% |
| Q4 2017 | $1,899,000 | -14.1% | 35,654 | -19.2% | 1.71% | -9.4% |
| Q3 2017 | $2,210,000 | +4.0% | 44,106 | 0.0% | 1.88% | -9.7% |
| Q2 2017 | $2,124,000 | – | 44,106 | – | 2.09% | – |
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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% |