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 | $12,910,975 | -5.3% | 190,765 | -0.6% | 1.74% | +0.1% |
| Q2 2023 | $13,632,504 | +2.5% | 191,926 | -2.1% | 1.74% | -0.3% |
| Q1 2023 | $13,301,603 | +2.5% | 196,044 | -0.9% | 1.74% | +1.8% |
| Q4 2022 | $12,981,135 | +6.0% | 197,853 | -2.2% | 1.71% | -1.9% |
| Q3 2022 | $12,246,000 | +8.5% | 202,312 | +12.5% | 1.74% | +13.4% |
| Q2 2022 | $11,285,000 | -19.7% | 179,895 | -2.9% | 1.54% | -1.8% |
| Q1 2022 | $14,049,000 | -5.0% | 185,190 | +0.7% | 1.57% | +5.2% |
| Q4 2021 | $14,786,000 | +3.9% | 183,838 | -1.0% | 1.49% | -6.1% |
| Q3 2021 | $14,231,000 | -1.9% | 185,643 | +0.2% | 1.59% | -1.1% |
| Q2 2021 | $14,500,000 | +6.7% | 185,253 | +4.0% | 1.60% | +1.0% |
| Q1 2021 | $13,591,000 | +20.9% | 178,081 | +8.1% | 1.59% | +9.1% |
| Q4 2020 | $11,237,000 | +38.7% | 164,811 | +12.9% | 1.46% | +19.1% |
| Q3 2020 | $8,100,000 | -5.9% | 145,990 | -10.8% | 1.22% | -11.0% |
| Q2 2020 | $8,612,000 | +14.0% | 163,655 | -8.7% | 1.37% | -1.7% |
| Q1 2020 | $7,553,000 | -30.5% | 179,157 | +0.5% | 1.40% | -11.5% |
| Q4 2019 | $10,863,000 | +11.4% | 178,346 | +3.4% | 1.58% | +1.2% |
| Q3 2019 | $9,752,000 | +7.5% | 172,487 | +8.6% | 1.56% | +2.2% |
| Q2 2019 | $9,070,000 | +17.9% | 158,866 | +14.4% | 1.53% | +11.5% |
| Q1 2019 | $7,694,000 | +19.9% | 138,910 | +3.8% | 1.37% | +7.6% |
| Q4 2018 | $6,416,000 | -20.0% | 133,855 | -3.4% | 1.27% | -3.8% |
| Q3 2018 | $8,015,000 | – | 138,565 | – | 1.32% | – |
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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% |