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 | $5,030,232 | -6.0% | 74,324 | -1.3% | 1.47% | -8.8% |
| Q2 2023 | $5,350,253 | +9.3% | 75,324 | +4.4% | 1.61% | -0.9% |
| Q1 2023 | $4,896,489 | +5.4% | 72,166 | +1.9% | 1.62% | -2.3% |
| Q4 2022 | $4,645,729 | +13.4% | 70,808 | +4.6% | 1.66% | +5.0% |
| Q3 2022 | $4,097,000 | +1.7% | 67,685 | +5.4% | 1.58% | +5.1% |
| Q2 2022 | $4,030,000 | +4.0% | 64,237 | +25.8% | 1.51% | +19.2% |
| Q1 2022 | $3,874,000 | +997.5% | 51,069 | +1064.6% | 1.26% | +999.1% |
| Q4 2021 | $353,000 | +5.1% | 4,385 | 0.0% | 0.12% | +16.2% |
| Q3 2021 | $336,000 | -2.0% | 4,385 | 0.0% | 0.10% | -2.9% |
| Q2 2021 | $343,000 | +5.2% | 4,385 | 0.0% | 0.10% | -8.1% |
| Q1 2021 | $326,000 | +9.0% | 4,385 | 0.0% | 0.11% | +3.7% |
| Q4 2020 | $299,000 | +23.6% | 4,385 | +0.4% | 0.11% | +8.1% |
| Q3 2020 | $242,000 | +5.2% | 4,369 | 0.0% | 0.10% | -21.4% |
| Q2 2020 | $230,000 | -11.9% | 4,369 | +0.5% | 0.13% | -2.3% |
| Q4 2019 | $261,000 | +6.1% | 4,346 | 0.0% | 0.13% | -11.6% |
| Q3 2019 | $246,000 | -0.8% | 4,346 | 0.0% | 0.15% | -4.6% |
| Q2 2019 | $248,000 | +2.9% | 4,346 | 0.0% | 0.15% | -4.4% |
| Q1 2019 | $241,000 | – | 4,346 | – | 0.16% | – |
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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% |