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 | $4,619,502 | -4.9% | 68,255 | -0.1% | 3.58% | -0.1% |
| Q2 2023 | $4,855,382 | +6.0% | 68,357 | +1.2% | 3.58% | -2.9% |
| Q1 2023 | $4,581,216 | +0.8% | 67,520 | -2.5% | 3.69% | -4.4% |
| Q4 2022 | $4,543,776 | +11.3% | 69,254 | +2.7% | 3.85% | -8.2% |
| Q3 2022 | $4,083,000 | -12.4% | 67,447 | -9.3% | 4.20% | -7.6% |
| Q2 2022 | $4,663,000 | -6.1% | 74,328 | +13.6% | 4.54% | +7.5% |
| Q1 2022 | $4,964,000 | -1.4% | 65,439 | +4.6% | 4.23% | +21.0% |
| Q4 2021 | $5,032,000 | +5.7% | 62,564 | +0.7% | 3.49% | +4.5% |
| Q3 2021 | $4,761,000 | -1.9% | 62,102 | +0.2% | 3.34% | -2.6% |
| Q2 2021 | $4,851,000 | +7.7% | 61,975 | +2.4% | 3.43% | -0.4% |
| Q1 2021 | $4,505,000 | -26.2% | 60,526 | -32.4% | 3.44% | -36.6% |
| Q4 2020 | $6,107,000 | +24.9% | 89,566 | +1.6% | 5.44% | +9.8% |
| Q3 2020 | $4,889,000 | +8.8% | 88,115 | +3.2% | 4.95% | +0.6% |
| Q2 2020 | $4,494,000 | – | 85,405 | – | 4.92% | – |
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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% |