SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,442,693 | -6.9% | 21,823 | +0.0% | 0.07% | -3.9% |
| Q2 2023 | $1,549,430 | +8.4% | 21,814 | +1.0% | 0.08% | 0.0% |
| Q1 2023 | $1,429,201 | +2.8% | 21,599 | +1.9% | 0.08% | -20.8% |
| Q4 2022 | $1,390,571 | -14.3% | 21,195 | -13.9% | 0.10% | -22.0% |
| Q3 2022 | $1,623,000 | +6.1% | 24,608 | +1.0% | 0.12% | 0.0% |
| Q2 2022 | $1,529,000 | -6.8% | 24,369 | -1.3% | 0.12% | -4.7% |
| Q1 2022 | $1,641,000 | +14.3% | 24,694 | +31.8% | 0.13% | -9.2% |
| Q3 2021 | $1,436,000 | +6.1% | 18,736 | +8.4% | 0.14% | +2.2% |
| Q2 2021 | $1,353,000 | +342.2% | 17,284 | +320.6% | 0.14% | +286.1% |
| Q1 2021 | $306,000 | +13.8% | 4,109 | +4.1% | 0.04% | +5.9% |
| Q4 2020 | $269,000 | +11.2% | 3,947 | -9.4% | 0.03% | -2.9% |
| Q3 2020 | $242,000 | +5.7% | 4,355 | +0.2% | 0.04% | -5.4% |
| Q2 2020 | $229,000 | +120.2% | 4,348 | +77.0% | 0.04% | +85.0% |
| Q1 2020 | $104,000 | +13.0% | 2,457 | +61.4% | 0.02% | +42.9% |
| Q4 2019 | $92,000 | +2.2% | 1,522 | -4.5% | 0.01% | -6.7% |
| Q3 2019 | $90,000 | +11.1% | 1,594 | +11.9% | 0.02% | -6.2% |
| Q2 2019 | $81,000 | +65.3% | 1,425 | +62.5% | 0.02% | +33.3% |
| Q1 2019 | $49,000 | +19.5% | 877 | +2.2% | 0.01% | +20.0% |
| Q4 2018 | $41,000 | -56.8% | 858 | -47.8% | 0.01% | -52.4% |
| Q3 2018 | $95,000 | +5.6% | 1,645 | +0.1% | 0.02% | -8.7% |
| Q2 2018 | $90,000 | +4.7% | 1,643 | +1.4% | 0.02% | -4.2% |
| Q1 2018 | $86,000 | +50.9% | 1,621 | +50.5% | 0.02% | +50.0% |
| Q4 2017 | $57,000 | +111.1% | 1,077 | +97.6% | 0.02% | +45.5% |
| Q3 2017 | $27,000 | +170.0% | 545 | +172.5% | 0.01% | +120.0% |
| Q2 2017 | $10,000 | – | 200 | – | 0.01% | – |
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% |