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 | $5,436,863 | -5.6% | 80,332 | -1.0% | 2.46% | +3.1% |
| Q2 2023 | $5,762,401 | -12.7% | 81,126 | -16.6% | 2.38% | -15.4% |
| Q1 2023 | $6,601,601 | -6.8% | 97,297 | -9.8% | 2.82% | -21.0% |
| Q4 2022 | $7,080,888 | +13.2% | 107,924 | +4.4% | 3.57% | +1.1% |
| Q3 2022 | $6,255,000 | -3.6% | 103,341 | -0.1% | 3.53% | +11.7% |
| Q2 2022 | $6,487,000 | -16.1% | 103,406 | +1.4% | 3.16% | +4.0% |
| Q1 2022 | $7,733,000 | +3.1% | 101,938 | +9.3% | 3.03% | -17.7% |
| Q4 2021 | $7,502,000 | +9.1% | 93,277 | +4.0% | 3.68% | +29.6% |
| Q3 2021 | $6,878,000 | +2.1% | 89,717 | +4.9% | 2.84% | +8.9% |
| Q2 2021 | $6,734,000 | +7.3% | 85,500 | +1.4% | 2.61% | -6.0% |
| Q1 2021 | $6,277,000 | +11.5% | 84,333 | +2.1% | 2.78% | +7.3% |
| Q4 2020 | $5,631,000 | +21.3% | 82,584 | -1.3% | 2.59% | -4.3% |
| Q3 2020 | $4,644,000 | +9.4% | 83,713 | +3.8% | 2.70% | -5.7% |
| Q2 2020 | $4,245,000 | +26.4% | 80,678 | +1.3% | 2.87% | +12.9% |
| Q1 2020 | $3,358,000 | +1.3% | 79,654 | +44.5% | 2.54% | +41.3% |
| Q4 2019 | $3,315,000 | – | 55,116 | – | 1.80% | – |
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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% |