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 | $880,276 | -14.9% | 13,006 | -10.7% | 0.24% | -13.7% |
| Q2 2023 | $1,034,194 | -3.2% | 14,560 | -7.5% | 0.28% | -14.5% |
| Q1 2023 | $1,068,208 | -2.6% | 15,744 | -5.8% | 0.32% | -10.7% |
| Q4 2022 | $1,096,502 | -2.5% | 16,712 | -10.1% | 0.36% | -12.1% |
| Q3 2022 | $1,125,000 | -43.3% | 18,582 | -28.9% | 0.41% | -34.4% |
| Q2 2022 | $1,984,000 | 0.0% | 26,149 | 0.0% | 0.63% | 0.0% |
| Q1 2022 | $1,984,000 | -7.1% | 26,149 | -1.5% | 0.63% | -14.5% |
| Q4 2021 | $2,135,000 | -0.8% | 26,539 | -5.5% | 0.74% | -16.3% |
| Q3 2021 | $2,152,000 | -6.8% | 28,076 | -4.8% | 0.88% | -16.7% |
| Q2 2021 | $2,308,000 | +0.0% | 29,488 | -4.9% | 1.06% | -13.5% |
| Q1 2021 | $2,307,000 | +2.8% | 30,997 | -6.1% | 1.22% | -8.5% |
| Q4 2020 | $2,245,000 | +16.7% | 33,005 | -4.8% | 1.34% | -11.7% |
| Q3 2020 | $1,924,000 | -51.4% | 34,682 | -8.0% | 1.51% | +0.8% |
| Q2 2020 | $3,962,000 | +138.4% | 37,682 | -4.4% | 1.50% | -1.1% |
| Q1 2020 | $1,662,000 | -38.1% | 39,429 | -16.9% | 1.52% | -18.6% |
| Q4 2019 | $2,684,000 | 0.0% | 47,476 | 0.0% | 1.86% | +0.4% |
| Q3 2019 | $2,684,000 | -2.9% | 47,476 | -1.9% | 1.86% | -5.0% |
| Q2 2019 | $2,763,000 | +1.0% | 48,392 | -2.0% | 1.95% | -3.9% |
| Q1 2019 | $2,736,000 | +14.2% | 49,400 | -1.2% | 2.03% | -1.5% |
| Q4 2018 | $2,395,000 | – | 49,979 | – | 2.06% | – |
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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% |