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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,390,527 | +322.2% | 19,576 | +303.4% | 0.15% | +716.7% |
| Q1 2023 | $329,322 | -0.7% | 4,853 | -4.0% | 0.02% | -10.0% |
| Q4 2022 | $331,486 | -75.3% | 5,053 | -77.2% | 0.02% | -78.0% |
| Q3 2022 | $1,342,000 | -29.4% | 22,168 | -26.9% | 0.09% | -28.3% |
| Q2 2022 | $1,902,000 | -21.4% | 30,313 | -5.0% | 0.13% | -13.6% |
| Q1 2022 | $2,420,000 | -17.5% | 31,906 | -12.5% | 0.15% | -19.7% |
| Q4 2021 | $2,933,000 | -7.2% | 36,472 | -11.6% | 0.18% | -15.3% |
| Q3 2021 | $3,162,000 | +41.5% | 41,252 | +44.4% | 0.22% | +34.2% |
| Q2 2021 | $2,235,000 | -10.7% | 28,562 | -15.1% | 0.16% | -24.8% |
| Q1 2021 | $2,503,000 | +23.2% | 33,626 | +12.9% | 0.21% | +17.6% |
| Q4 2020 | $2,031,000 | -14.7% | 29,772 | -37.1% | 0.18% | +12.3% |
| Q3 2020 | $2,382,000 | +94.0% | 47,320 | +102.6% | 0.16% | +1.9% |
| Q2 2020 | $1,228,000 | +59.5% | 23,351 | +27.9% | 0.16% | +17.8% |
| Q1 2020 | $770,000 | -51.0% | 18,256 | -30.2% | 0.14% | -32.2% |
| Q4 2019 | $1,572,000 | +6.4% | 26,141 | +0.1% | 0.20% | -16.7% |
| Q3 2019 | $1,477,000 | +7.6% | 26,126 | +8.7% | 0.24% | -11.5% |
| Q2 2019 | $1,373,000 | +14.4% | 24,044 | -4.0% | 0.27% | -11.2% |
| Q4 2018 | $1,200,000 | -0.2% | 25,045 | +20.4% | 0.30% | +60.0% |
| Q3 2018 | $1,203,000 | +36.1% | 20,795 | +29.2% | 0.19% | -23.1% |
| Q2 2018 | $884,000 | +21.9% | 16,096 | +17.4% | 0.25% | +17.1% |
| Q1 2018 | $725,000 | +0.3% | 13,705 | +1.0% | 0.21% | +33.5% |
| Q4 2017 | $723,000 | +15.9% | 13,570 | +9.0% | 0.16% | +8.2% |
| Q3 2017 | $624,000 | – | 12,448 | – | 0.15% | – |
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% |