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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,334,227 | +7.7% | 35,577 | -0.7% | 1.92% | +5.1% |
| Q3 2022 | $2,168,000 | -8.3% | 35,819 | -5.4% | 1.83% | -3.8% |
| Q2 2022 | $2,365,000 | -49.3% | 37,862 | -38.5% | 1.90% | -31.8% |
| Q1 2022 | $4,669,000 | -4.5% | 61,545 | +1.3% | 2.79% | +6.6% |
| Q4 2021 | $4,887,000 | +6.2% | 60,763 | +1.3% | 2.61% | -4.7% |
| Q3 2021 | $4,600,000 | -0.9% | 60,005 | +1.2% | 2.74% | -0.7% |
| Q2 2021 | $4,640,000 | +0.5% | 59,285 | -3.9% | 2.76% | -7.3% |
| Q1 2021 | $4,617,000 | +7.7% | 61,681 | -1.6% | 2.98% | -2.3% |
| Q4 2020 | $4,287,000 | +27.6% | 62,705 | +3.5% | 3.05% | -9.6% |
| Q3 2020 | $3,361,000 | +155.0% | 60,572 | +92.3% | 3.37% | +117.2% |
| Q1 2020 | $1,318,000 | -31.3% | 31,491 | -1.3% | 1.55% | -13.7% |
| Q4 2019 | $1,919,000 | – | 31,903 | – | 1.80% | – |
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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% |