SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,849,649 | -0.7% | 574,019 | +4.3% | 7.59% | +3.5% |
| Q2 2023 | $39,108,876 | +8.2% | 550,597 | +3.4% | 7.33% | -0.6% |
| Q1 2023 | $36,142,145 | +9.0% | 532,677 | +5.4% | 7.38% | -2.7% |
| Q4 2022 | $33,172,102 | +19.5% | 505,595 | +10.3% | 7.58% | +3.9% |
| Q3 2022 | $27,751,000 | +12.7% | 458,462 | +16.8% | 7.30% | +15.6% |
| Q2 2022 | $24,633,000 | -13.4% | 392,684 | +4.7% | 6.31% | -5.1% |
| Q1 2022 | $28,454,000 | -8.6% | 375,087 | -3.1% | 6.65% | -11.4% |
| Q4 2021 | $31,129,000 | +13.9% | 387,036 | +8.6% | 7.51% | +1.1% |
| Q3 2021 | $27,322,000 | +1.5% | 356,402 | +3.6% | 7.43% | +1.4% |
| Q2 2021 | $26,925,000 | +13.1% | 344,000 | +7.5% | 7.32% | -0.6% |
| Q1 2021 | $23,811,000 | +4.1% | 319,908 | -4.7% | 7.37% | -6.3% |
| Q4 2020 | $22,879,000 | +22.0% | 335,562 | -0.7% | 7.86% | +4.8% |
| Q3 2020 | $18,755,000 | +2.4% | 338,055 | -2.9% | 7.50% | -2.0% |
| Q2 2020 | $18,317,000 | +29.3% | 348,093 | +3.6% | 7.65% | +10.7% |
| Q1 2020 | $14,162,000 | -19.6% | 335,913 | +14.7% | 6.91% | -18.4% |
| Q4 2019 | $17,621,000 | +17.7% | 292,789 | +10.6% | 8.47% | -0.6% |
| Q3 2019 | $14,973,000 | -0.8% | 264,829 | +0.1% | 8.52% | -4.3% |
| Q2 2019 | $15,098,000 | +5.9% | 264,455 | +2.7% | 8.90% | -2.5% |
| Q1 2019 | $14,263,000 | +16.8% | 257,503 | +1.1% | 9.12% | +2.0% |
| Q4 2018 | $12,213,000 | – | 254,805 | – | 8.95% | – |
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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% |