SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,995,002 | -4.2% | 88,579 | +0.6% | 1.84% | -0.4% |
| Q2 2023 | $6,256,169 | +3.6% | 88,078 | -1.0% | 1.85% | -6.6% |
| Q1 2023 | $6,038,546 | +4.2% | 88,998 | +0.8% | 1.98% | -5.4% |
| Q4 2022 | $5,795,529 | +8.2% | 88,333 | -0.2% | 2.10% | -2.9% |
| Q3 2022 | $5,356,000 | +4.9% | 88,483 | +8.7% | 2.16% | +7.3% |
| Q2 2022 | $5,106,000 | -20.6% | 81,389 | -4.0% | 2.01% | -0.9% |
| Q1 2022 | $6,432,000 | -9.1% | 84,787 | -3.7% | 2.03% | -14.8% |
| Q4 2021 | $7,079,000 | +17.3% | 88,014 | +11.8% | 2.38% | -17.7% |
| Q3 2021 | $6,035,000 | -16.3% | 78,728 | -14.6% | 2.90% | +2.8% |
| Q2 2021 | $7,214,000 | +10.4% | 92,167 | +5.0% | 2.82% | +1.6% |
| Q1 2021 | $6,535,000 | +20.5% | 87,796 | +10.4% | 2.77% | +11.4% |
| Q4 2020 | $5,422,000 | +27.8% | 79,524 | +4.0% | 2.49% | +4.6% |
| Q3 2020 | $4,244,000 | +5.2% | 76,488 | -0.3% | 2.38% | -9.7% |
| Q2 2020 | $4,035,000 | -10.9% | 76,683 | -28.6% | 2.63% | -23.3% |
| Q1 2020 | $4,527,000 | -32.0% | 107,365 | -3.0% | 3.44% | -28.7% |
| Q4 2019 | $6,655,000 | +4.5% | 110,645 | -2.5% | 4.82% | +2.6% |
| Q3 2019 | $6,370,000 | +11.8% | 113,460 | +13.6% | 4.70% | -3.3% |
| Q2 2019 | $5,700,000 | +6.7% | 99,846 | +3.6% | 4.86% | +1.7% |
| Q1 2019 | $5,340,000 | +7.0% | 96,404 | -11.2% | 4.78% | +21.5% |
| Q4 2018 | $4,991,000 | – | 108,510 | – | 3.93% | – |
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% |