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 | $4,139,455 | -1.7% | 61,162 | +3.2% | 2.75% | -4.0% |
| Q2 2023 | $4,209,785 | +6.4% | 59,268 | +1.7% | 2.87% | -1.7% |
| Q1 2023 | $3,955,217 | +3.6% | 58,294 | +0.2% | 2.92% | -0.3% |
| Q4 2022 | $3,819,000 | +9.9% | 58,201 | +1.4% | 2.93% | +2.8% |
| Q3 2022 | $3,475,000 | -2.7% | 57,407 | +0.8% | 2.85% | +1.0% |
| Q2 2022 | $3,573,000 | -17.1% | 56,951 | +0.2% | 2.82% | -4.9% |
| Q1 2022 | $4,310,000 | -10.2% | 56,820 | -4.8% | 2.97% | -2.6% |
| Q4 2021 | $4,799,000 | +13.8% | 59,668 | +8.5% | 3.04% | +3.2% |
| Q3 2021 | $4,217,000 | -2.4% | 55,009 | -0.3% | 2.95% | -1.2% |
| Q2 2021 | $4,320,000 | +10.6% | 55,193 | +5.2% | 2.98% | +6.6% |
| Q1 2021 | $3,906,000 | +14.3% | 52,479 | +4.7% | 2.80% | +4.1% |
| Q4 2020 | $3,417,000 | +13.6% | 50,113 | -7.6% | 2.69% | +2.0% |
| Q3 2020 | $3,008,000 | +2.7% | 54,221 | -2.5% | 2.64% | -3.3% |
| Q2 2020 | $2,928,000 | +36.4% | 55,639 | +8.1% | 2.72% | +13.3% |
| Q1 2020 | $2,147,000 | -46.6% | 51,453 | -23.0% | 2.40% | -28.9% |
| Q4 2019 | $4,020,000 | -2.0% | 66,860 | -4.8% | 3.38% | -4.1% |
| Q3 2019 | $4,104,000 | -6.5% | 70,235 | -10.2% | 3.53% | -12.1% |
| Q2 2019 | $4,387,000 | -34.5% | 78,221 | -33.2% | 4.01% | -33.6% |
| Q1 2019 | $6,696,000 | +2.1% | 117,026 | -10.3% | 6.04% | -10.0% |
| Q4 2018 | $6,557,000 | -4.9% | 130,505 | +1.5% | 6.72% | -1.3% |
| Q3 2018 | $6,897,000 | +2.1% | 128,630 | +4.6% | 6.80% | +18.3% |
| Q2 2018 | $6,754,000 | +6.7% | 122,948 | +3.4% | 5.75% | +5.0% |
| Q1 2018 | $6,330,000 | +4.6% | 118,915 | +6.4% | 5.48% | -0.9% |
| Q4 2017 | $6,054,000 | – | 111,739 | – | 5.52% | – |
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% |