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 | $1,021,540 | -10.9% | 15,094 | -6.4% | 0.04% | -17.8% |
| Q2 2023 | $1,145,966 | +4.1% | 16,134 | -0.5% | 0.04% | -2.2% |
| Q1 2023 | $1,100,495 | +0.2% | 16,220 | -3.1% | 0.05% | -4.2% |
| Q4 2022 | $1,098,730 | +10.4% | 16,746 | +1.9% | 0.05% | +2.1% |
| Q3 2022 | $995,000 | -5.1% | 16,440 | -1.7% | 0.05% | -6.0% |
| Q2 2022 | $1,049,000 | -18.7% | 16,721 | +4.3% | 0.05% | -7.4% |
| Q4 2021 | $1,290,000 | +4.3% | 16,039 | -0.6% | 0.05% | -8.5% |
| Q3 2021 | $1,237,000 | -6.2% | 16,130 | -3.7% | 0.06% | -9.2% |
| Q2 2021 | $1,319,000 | +3.5% | 16,749 | -0.8% | 0.06% | -9.7% |
| Q1 2021 | $1,275,000 | +9.1% | 16,883 | -1.5% | 0.07% | -15.3% |
| Q4 2020 | $1,169,000 | +21.6% | 17,148 | -1.0% | 0.08% | -1.2% |
| Q3 2020 | $961,000 | +0.5% | 17,321 | -4.7% | 0.09% | -10.4% |
| Q2 2020 | $956,000 | +21.9% | 18,172 | -2.3% | 0.10% | -9.4% |
| Q1 2020 | $784,000 | -24.5% | 18,601 | +7.7% | 0.11% | -18.5% |
| Q4 2019 | $1,038,000 | +5.1% | 17,264 | -1.2% | 0.13% | -16.1% |
| Q3 2019 | $988,000 | -3.7% | 17,475 | -2.7% | 0.16% | -9.9% |
| Q2 2019 | $1,026,000 | -37.2% | 17,964 | -39.1% | 0.17% | -30.9% |
| Q1 2019 | $1,635,000 | -0.4% | 29,520 | -13.8% | 0.25% | -30.4% |
| Q4 2018 | $1,641,000 | -16.8% | 34,245 | +0.4% | 0.36% | -10.5% |
| Q3 2018 | $1,972,000 | +17.9% | 34,100 | +11.9% | 0.40% | +0.3% |
| Q2 2018 | $1,672,000 | +14.8% | 30,469 | +10.6% | 0.40% | +10.2% |
| Q1 2018 | $1,457,000 | -0.8% | 27,558 | -0.0% | 0.36% | -30.9% |
| Q4 2017 | $1,469,000 | +13.8% | 27,569 | +7.0% | 0.52% | -7.7% |
| Q3 2017 | $1,291,000 | -8.9% | 25,769 | -12.4% | 0.57% | -22.1% |
| Q2 2017 | $1,417,000 | +21.0% | 29,416 | +18.9% | 0.73% | +4.9% |
| Q1 2017 | $1,171,000 | – | 24,738 | – | 0.70% | – |
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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% |