SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,322 | +0.8% | 4,467 | +5.8% | 0.15% | +4.3% |
| Q2 2023 | $299,795 | -2.7% | 4,221 | -7.0% | 0.14% | -8.5% |
| Q1 2023 | $308,052 | +1.4% | 4,540 | -2.0% | 0.15% | -3.8% |
| Q4 2022 | $303,825 | +9.7% | 4,631 | +1.2% | 0.16% | -0.6% |
| Q3 2022 | $277,000 | -5.5% | 4,577 | -2.0% | 0.16% | -1.2% |
| Q2 2022 | $293,000 | -19.5% | 4,669 | -2.8% | 0.16% | -7.4% |
| Q1 2022 | $364,000 | -4.2% | 4,804 | +1.6% | 0.18% | -2.8% |
| Q4 2021 | $380,000 | +28.4% | 4,730 | +9.1% | 0.18% | +1.1% |
| Q4 2020 | $296,000 | +19.8% | 4,335 | -2.8% | 0.18% | +6.6% |
| Q3 2020 | $247,000 | +9.3% | 4,460 | +4.0% | 0.17% | +1.8% |
| Q2 2020 | $226,000 | +1.8% | 4,288 | +16.6% | 0.16% | +8.6% |
| Q4 2019 | $222,000 | +2.8% | 3,678 | -3.6% | 0.15% | -8.5% |
| Q3 2019 | $216,000 | -4.0% | 3,816 | -3.2% | 0.16% | -5.2% |
| Q2 2019 | $225,000 | +5.1% | 3,941 | +4.3% | 0.17% | +4.2% |
| Q1 2019 | $214,000 | – | 3,779 | – | 0.17% | – |
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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% |