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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $246,261 | -32.9% | 3,467 | -40.7% | 0.01% | -54.5% |
| Q2 2022 | $367,000 | -17.3% | 5,850 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $444,000 | -5.7% | 5,850 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $471,000 | +5.1% | 5,850 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $448,000 | -2.2% | 5,850 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $458,000 | +5.3% | 5,850 | 0.0% | 0.01% | -27.8% |
| Q1 2021 | $435,000 | +33.8% | 5,850 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $325,000 | +5.5% | 5,850 | 0.0% | 0.02% | -15.0% |
| Q2 2020 | $308,000 | +24.7% | 5,850 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $247,000 | -30.2% | 5,850 | -0.5% | 0.02% | -35.5% |
| Q4 2019 | $354,000 | – | 5,880 | – | 0.03% | – |
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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% |