SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,671,996 | -4.4% | 39,480 | +0.3% | 1.93% | -1.0% |
| Q2 2023 | $2,794,832 | +4.4% | 39,347 | -0.3% | 1.95% | -2.6% |
| Q1 2023 | $2,678,250 | +0.6% | 39,473 | -2.7% | 2.00% | -8.1% |
| Q4 2022 | $2,660,988 | +7.0% | 40,558 | -1.2% | 2.18% | -5.1% |
| Q3 2022 | $2,486,000 | -3.5% | 41,069 | +0.1% | 2.29% | -10.5% |
| Q2 2022 | $2,575,000 | -19.0% | 41,041 | -2.0% | 2.56% | +0.1% |
| Q1 2022 | $3,178,000 | -8.0% | 41,887 | -2.5% | 2.56% | -1.8% |
| Q4 2021 | $3,456,000 | -15.0% | 42,964 | -19.0% | 2.61% | -19.6% |
| Q3 2021 | $4,068,000 | -1.9% | 53,062 | +0.2% | 3.24% | +0.2% |
| Q2 2021 | $4,146,000 | +3.5% | 52,971 | -1.5% | 3.24% | -2.8% |
| Q1 2021 | $4,004,000 | +15.6% | 53,789 | +5.8% | 3.33% | +3.8% |
| Q4 2020 | $3,465,000 | +14.8% | 50,826 | -6.6% | 3.21% | -0.5% |
| Q3 2020 | $3,018,000 | -4.2% | 54,396 | -9.1% | 3.22% | -10.8% |
| Q2 2020 | $3,149,000 | +27.4% | 59,841 | +2.1% | 3.61% | +5.8% |
| Q1 2020 | $2,471,000 | -30.4% | 58,616 | -0.7% | 3.42% | -6.2% |
| Q4 2019 | $3,552,000 | – | 59,056 | – | 3.64% | – |
Download | ||||||
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% |