SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,317,931 | -8.3% | 19,473 | -3.8% | 0.02% | +6.7% |
| Q2 2023 | $1,437,423 | +2.1% | 20,237 | -2.5% | 0.02% | -11.8% |
| Q1 2023 | $1,408,071 | +172.9% | 20,753 | +163.8% | 0.02% | -5.6% |
| Q4 2022 | $516,056 | -2.4% | 7,866 | -9.9% | 0.02% | -14.3% |
| Q3 2022 | $529,000 | -24.5% | 8,735 | -21.9% | 0.02% | -25.0% |
| Q2 2022 | $701,000 | -21.0% | 11,178 | -4.4% | 0.03% | -9.7% |
| Q1 2022 | $887,000 | +11.0% | 11,696 | +17.8% | 0.03% | +14.8% |
| Q4 2021 | $799,000 | +72.9% | 9,930 | +64.9% | 0.03% | +58.8% |
| Q3 2021 | $462,000 | +30.9% | 6,023 | +33.4% | 0.02% | +21.4% |
| Q2 2021 | $353,000 | -35.6% | 4,515 | -38.7% | 0.01% | -41.7% |
| Q1 2021 | $548,000 | +140.4% | 7,368 | +120.1% | 0.02% | +118.2% |
| Q4 2020 | $228,000 | +330.2% | 3,347 | +233.4% | 0.01% | +266.7% |
| Q2 2020 | $53,000 | +20.5% | 1,004 | -3.8% | 0.00% | 0.0% |
| Q1 2020 | $44,000 | +29.4% | 1,044 | +82.5% | 0.00% | 0.0% |
| Q4 2019 | $34,000 | – | 572 | – | 0.00% | – |
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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% |