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 | $1,197,664 | -75.1% | 17,696 | -73.9% | 0.06% | -74.1% |
| Q2 2023 | $4,815,665 | -24.5% | 67,798 | -27.9% | 0.23% | -40.7% |
| Q1 2023 | $6,378,397 | +137.2% | 94,007 | +129.3% | 0.39% | +104.7% |
| Q4 2022 | $2,689,361 | +5.5% | 40,990 | -2.7% | 0.19% | -9.0% |
| Q3 2022 | $2,550,000 | -2.1% | 42,132 | +1.4% | 0.21% | -3.2% |
| Q2 2022 | $2,606,000 | -14.8% | 41,548 | +3.1% | 0.22% | 0.0% |
| Q1 2022 | $3,057,000 | +88.7% | 40,293 | +77.4% | 0.22% | +79.3% |
| Q4 2021 | $1,620,000 | +143.6% | 22,715 | +161.9% | 0.12% | +33.0% |
| Q3 2021 | $665,000 | -6.6% | 8,673 | -4.6% | 0.09% | -28.3% |
| Q2 2021 | $712,000 | +17.1% | 9,093 | +11.2% | 0.13% | +7.6% |
| Q1 2021 | $608,000 | +121.1% | 8,175 | +102.4% | 0.12% | +57.3% |
| Q4 2020 | $275,000 | +227.4% | 4,039 | +152.1% | 0.08% | +63.0% |
| Q2 2020 | $84,000 | -61.8% | 1,602 | -55.7% | 0.05% | -76.3% |
| Q4 2019 | $220,000 | +7.8% | 3,619 | +0.1% | 0.19% | -9.3% |
| Q3 2019 | $204,000 | -21.5% | 3,617 | -20.7% | 0.21% | -28.4% |
| Q2 2019 | $260,000 | -10.0% | 4,560 | -12.6% | 0.30% | -21.5% |
| Q1 2019 | $289,000 | -95.7% | 5,215 | -95.8% | 0.38% | -93.8% |
| Q4 2018 | $6,663,000 | – | 125,097 | – | 6.14% | – |
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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% |