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 | $671,539 | -10.3% | 9,922 | -5.9% | 0.19% | -12.8% |
Q2 2023 | $749,013 | +4.8% | 10,545 | +0.1% | 0.22% | +6.3% |
Q1 2023 | $714,671 | +104384.1% | 10,533 | +1.0% | 0.21% | -6.8% |
Q4 2022 | $684 | -99.9% | 10,428 | +0.3% | 0.22% | +0.9% |
Q3 2022 | $629,000 | -4.3% | 10,393 | -0.7% | 0.22% | +3.3% |
Q2 2022 | $657,000 | -17.6% | 10,470 | -0.3% | 0.21% | -4.1% |
Q1 2022 | $797,000 | -3.4% | 10,501 | +2.4% | 0.22% | -4.3% |
Q4 2021 | $825,000 | +1.0% | 10,258 | -3.7% | 0.23% | -7.2% |
Q3 2021 | $817,000 | -0.5% | 10,654 | +1.5% | 0.25% | -0.4% |
Q2 2021 | $821,000 | +2.4% | 10,494 | -2.7% | 0.25% | -3.5% |
Q1 2021 | $802,000 | +4.0% | 10,780 | -4.7% | 0.26% | -4.1% |
Q4 2020 | $771,000 | +15.9% | 11,308 | -5.6% | 0.27% | +0.7% |
Q3 2020 | $665,000 | +3.1% | 11,981 | -2.3% | 0.27% | +33.3% |
Q2 2020 | $645,000 | +17.9% | 12,264 | -5.5% | 0.20% | -16.9% |
Q1 2020 | $547,000 | -27.1% | 12,981 | +4.1% | 0.24% | -20.1% |
Q4 2019 | $750,000 | +15.9% | 12,473 | +7.3% | 0.30% | -17.9% |
Q3 2019 | $647,000 | +22.3% | 11,622 | +25.4% | 0.37% | +16.0% |
Q2 2019 | $529,000 | +10.7% | 9,268 | +7.3% | 0.32% | -2.8% |
Q1 2019 | $478,000 | +32.8% | 8,641 | +14.9% | 0.33% | +3.2% |
Q4 2018 | $360,000 | – | 7,519 | – | 0.32% | – |
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% |