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 | $7,153,577 | +4.2% | 100,713 | -0.4% | 2.15% | -5.8% |
| Q1 2023 | $6,863,139 | +2.6% | 101,150 | -0.8% | 2.29% | -7.7% |
| Q4 2022 | $6,691,359 | +7.5% | 101,987 | -0.9% | 2.48% | -15.8% |
| Q3 2022 | $6,226,000 | -4.7% | 102,863 | -1.2% | 2.94% | -10.7% |
| Q2 2022 | $6,534,000 | -20.1% | 104,159 | -3.4% | 3.30% | -21.5% |
| Q1 2022 | $8,176,000 | -6.5% | 107,782 | -0.9% | 4.20% | -16.6% |
| Q4 2021 | $8,744,000 | +4.4% | 108,746 | -0.5% | 5.03% | -26.8% |
| Q3 2021 | $8,379,000 | -3.7% | 109,295 | -1.7% | 6.87% | -7.2% |
| Q2 2021 | $8,702,000 | +4.6% | 111,180 | -0.5% | 7.40% | -22.1% |
| Q1 2021 | $8,320,000 | +7.8% | 111,781 | -1.2% | 9.50% | +12.8% |
| Q4 2020 | $7,717,000 | -38.7% | 113,183 | -50.1% | 8.43% | +53.6% |
| Q3 2020 | $12,580,000 | +109.9% | 226,700 | +99.1% | 5.49% | +30.2% |
| Q2 2020 | $5,994,000 | +16.0% | 113,841 | -7.2% | 4.22% | +32.5% |
| Q1 2020 | $5,169,000 | -34.2% | 122,650 | -6.1% | 3.18% | +38.6% |
| Q4 2019 | $7,853,000 | +6.4% | 130,572 | -0.0% | 2.30% | +0.7% |
| Q3 2019 | $7,380,000 | -1.7% | 130,604 | -0.7% | 2.28% | -0.6% |
| Q2 2019 | $7,509,000 | +0.7% | 131,588 | -2.3% | 2.29% | -1.3% |
| Q1 2019 | $7,460,000 | +12.1% | 134,724 | -3.0% | 2.32% | +3.1% |
| Q4 2018 | $6,653,000 | -7.7% | 138,851 | +11.4% | 2.25% | +4.3% |
| Q3 2018 | $7,210,000 | +2.0% | 124,623 | -3.3% | 2.16% | -1.0% |
| Q2 2018 | $7,069,000 | -18.2% | 128,843 | -21.2% | 2.18% | -20.1% |
| Q1 2018 | $8,644,000 | -25.5% | 163,473 | -25.0% | 2.73% | -27.7% |
| Q4 2017 | $11,606,000 | – | 217,968 | – | 3.77% | – |
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% |