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 | $7,340,852 | +4.4% | 108,464 | +9.5% | 2.28% | -8.0% |
| Q2 2023 | $7,033,476 | +10.4% | 99,021 | +5.4% | 2.48% | -3.6% |
| Q1 2023 | $6,372,137 | +26.8% | 93,915 | +22.6% | 2.58% | -30.7% |
| Q4 2022 | $5,024,226 | +40.2% | 76,577 | +29.3% | 3.72% | +21.5% |
| Q3 2022 | $3,584,000 | +20.9% | 59,211 | +25.3% | 3.06% | +5.0% |
| Q2 2022 | $2,965,000 | -27.6% | 47,260 | -12.5% | 2.91% | +39.3% |
| Q1 2022 | $4,098,000 | +22.2% | 54,026 | +29.6% | 2.09% | +20.4% |
| Q4 2021 | $3,354,000 | +36.6% | 41,698 | +30.1% | 1.74% | +32.9% |
| Q3 2021 | $2,456,000 | +1.0% | 32,041 | +3.2% | 1.31% | +5.8% |
| Q2 2021 | $2,431,000 | +12.5% | 31,056 | +7.0% | 1.24% | -0.7% |
| Q1 2021 | $2,160,000 | +31.5% | 29,016 | +20.4% | 1.24% | -0.6% |
| Q4 2020 | $1,643,000 | +25.8% | 24,095 | +2.4% | 1.25% | +20.8% |
| Q3 2020 | $1,306,000 | +10.2% | 23,532 | +4.5% | 1.04% | -22.4% |
| Q2 2020 | $1,185,000 | +10.4% | 22,515 | -11.6% | 1.34% | -58.0% |
| Q1 2020 | $1,073,000 | -17.2% | 25,461 | +18.2% | 3.18% | +178.7% |
| Q4 2019 | $1,296,000 | – | 21,538 | – | 1.14% | – |
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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% |