SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 439 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $385,167 | -4.6% | 5,691 | +0.1% | 0.15% | -2.0% |
| Q2 2023 | $403,878 | +4.5% | 5,686 | -0.2% | 0.15% | +0.7% |
| Q1 2023 | $386,577 | +3.7% | 5,698 | +0.3% | 0.15% | -3.8% |
| Q4 2022 | $372,790 | +6.8% | 5,682 | -1.6% | 0.16% | -0.6% |
| Q3 2022 | $349,000 | -3.9% | 5,776 | -0.4% | 0.16% | +1.9% |
| Q2 2022 | $363,000 | -17.9% | 5,797 | -0.6% | 0.16% | -5.5% |
| Q1 2022 | $442,000 | -4.9% | 5,832 | +0.9% | 0.16% | -1.8% |
| Q4 2021 | $465,000 | +5.4% | 5,781 | +0.5% | 0.17% | -2.3% |
| Q3 2021 | $441,000 | -1.8% | 5,753 | +0.1% | 0.17% | +2.4% |
| Q2 2021 | $449,000 | +5.2% | 5,748 | +0.1% | 0.17% | 0.0% |
| Q1 2021 | $427,000 | +9.2% | 5,744 | +0.0% | 0.17% | +7.7% |
| Q4 2020 | $391,000 | +4.3% | 5,742 | -15.1% | 0.16% | +3.3% |
| Q3 2020 | $375,000 | -15.9% | 6,762 | -20.3% | 0.15% | -22.2% |
| Q2 2020 | $446,000 | -1.8% | 8,487 | -21.2% | 0.19% | -15.3% |
| Q1 2020 | $454,000 | -39.4% | 10,776 | -13.5% | 0.23% | -30.6% |
| Q4 2019 | $749,000 | +5.5% | 12,458 | -0.9% | 0.33% | -0.3% |
| Q3 2019 | $710,000 | -1.0% | 12,574 | +0.1% | 0.33% | +4.1% |
| Q2 2019 | $717,000 | -12.1% | 12,565 | -14.7% | 0.32% | -8.6% |
| Q1 2019 | $816,000 | +19.5% | 14,739 | +3.4% | 0.35% | +2.4% |
| Q4 2018 | $683,000 | +236.5% | 14,249 | +305.0% | 0.34% | +282.0% |
| Q3 2018 | $203,000 | – | 3,518 | – | 0.09% | – |
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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% |