SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564 | -6.6% | 8,335 | -2.0% | 0.12% | -1.7% |
| Q2 2023 | $604 | -4.7% | 8,506 | -8.9% | 0.12% | -8.6% |
| Q1 2023 | $634 | +3.4% | 9,339 | 0.0% | 0.13% | -17.9% |
| Q4 2022 | $613 | -99.9% | 9,339 | 0.0% | 0.16% | -7.7% |
| Q3 2022 | $565,000 | -3.7% | 9,339 | -0.3% | 0.17% | +1.2% |
| Q2 2022 | $587,000 | -37.6% | 9,363 | -24.4% | 0.17% | -32.1% |
| Q1 2022 | $940,000 | -8.9% | 12,390 | -3.5% | 0.25% | -21.7% |
| Q4 2021 | $1,032,000 | +4.9% | 12,835 | 0.0% | 0.31% | -4.6% |
| Q3 2021 | $984,000 | -9.8% | 12,835 | -7.9% | 0.33% | -13.0% |
| Q2 2021 | $1,091,000 | +5.2% | 13,935 | 0.0% | 0.38% | -5.0% |
| Q1 2021 | $1,037,000 | +6.5% | 13,935 | -2.5% | 0.40% | 0.0% |
| Q4 2020 | $974,000 | +22.8% | 14,285 | 0.0% | 0.40% | +9.6% |
| Q3 2020 | $793,000 | -6.9% | 14,285 | -11.7% | 0.36% | -18.2% |
| Q2 2020 | $852,000 | +0.4% | 16,185 | -19.6% | 0.44% | -20.3% |
| Q1 2020 | $849,000 | – | 20,135 | – | 0.56% | – |
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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% |