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 | $4,277,055 | +43.9% | 63,195 | +51.0% | 0.75% | +45.6% |
| Q2 2023 | $2,972,589 | +8.7% | 41,850 | +3.8% | 0.52% | -0.8% |
| Q1 2023 | $2,734,621 | -6.2% | 40,304 | -9.3% | 0.52% | -19.0% |
| Q4 2022 | $2,915,086 | -20.8% | 44,431 | -26.9% | 0.64% | -21.0% |
| Q3 2022 | $3,680,000 | +8.2% | 60,795 | +12.2% | 0.81% | +13.9% |
| Q2 2022 | $3,400,000 | -11.4% | 54,208 | +7.2% | 0.71% | +18.3% |
| Q1 2022 | $3,836,000 | -24.2% | 50,568 | -19.6% | 0.60% | -20.9% |
| Q4 2021 | $5,062,000 | -54.0% | 62,930 | -56.1% | 0.76% | -56.9% |
| Q3 2021 | $10,995,000 | -17.0% | 143,430 | -15.2% | 1.77% | -13.9% |
| Q2 2021 | $13,242,000 | +456.2% | 169,185 | +447.5% | 2.05% | -57.1% |
| Q1 2021 | $2,381,000 | -85.6% | 30,904 | -87.3% | 4.78% | +49.3% |
| Q4 2020 | $16,591,000 | +36.3% | 243,348 | +5.2% | 3.20% | +1.4% |
| Q2 2020 | $12,176,000 | +56.7% | 231,412 | +34.0% | 3.15% | +6.8% |
| Q1 2020 | $7,771,000 | -29.6% | 172,674 | -4.8% | 2.95% | -31.9% |
| Q4 2019 | $11,040,000 | – | 181,316 | – | 4.34% | – |
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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% |