SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,779,512 | +39.3% | 114,929 | +40.6% | 0.03% | +36.4% |
| Q2 2023 | $5,583,183 | +127720.1% | 81,740 | +27.0% | 0.02% | +15.8% |
| Q1 2023 | $4,368 | -4.8% | 64,383 | -8.0% | 0.02% | -17.4% |
| Q4 2022 | $4,588 | -99.9% | 69,953 | +1.5% | 0.02% | +4.5% |
| Q3 2022 | $4,171,000 | +929.9% | 68,925 | +964.8% | 0.02% | +1000.0% |
| Q2 2022 | $405,000 | +81.6% | 6,473 | +119.6% | 0.00% | +100.0% |
| Q1 2022 | $223,000 | -1.3% | 2,948 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $226,000 | +769.2% | 2,823 | +706.6% | 0.00% | – |
| Q3 2021 | $26,000 | -16.1% | 350 | -12.1% | 0.00% | – |
| Q2 2021 | $31,000 | +675.0% | 398 | +598.2% | 0.00% | – |
| Q1 2021 | $4,000 | – | 57 | – | 0.00% | – |
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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% |