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 | $2,200,886 | -5.3% | 32,519 | -0.6% | 1.31% | -3.0% |
| Q2 2023 | $2,323,320 | +6.8% | 32,709 | +2.0% | 1.35% | +0.3% |
| Q1 2023 | $2,174,864 | +1.1% | 32,054 | -2.3% | 1.34% | -8.5% |
| Q4 2022 | $2,151,811 | +6.7% | 32,797 | -1.5% | 1.47% | +5.8% |
| Q3 2022 | $2,016,000 | -1.9% | 33,305 | +1.6% | 1.39% | -5.2% |
| Q2 2022 | $2,056,000 | -11.6% | 32,771 | +6.8% | 1.46% | -0.9% |
| Q1 2022 | $2,327,000 | -0.6% | 30,672 | +5.4% | 1.48% | +2.8% |
| Q4 2021 | $2,341,000 | +4.5% | 29,107 | -0.4% | 1.44% | -2.3% |
| Q3 2021 | $2,241,000 | +2.9% | 29,227 | +5.0% | 1.47% | +9.8% |
| Q2 2021 | $2,178,000 | +5.4% | 27,824 | +0.2% | 1.34% | +0.3% |
| Q1 2021 | $2,067,000 | +13.0% | 27,774 | +3.5% | 1.34% | +6.8% |
| Q4 2020 | $1,830,000 | +27.7% | 26,846 | +3.9% | 1.25% | +8.2% |
| Q3 2020 | $1,433,000 | +1.2% | 25,831 | -4.0% | 1.16% | -1.4% |
| Q2 2020 | $1,416,000 | -5.2% | 26,916 | +8.4% | 1.17% | -23.9% |
| Q4 2019 | $1,494,000 | – | 24,836 | – | 1.54% | – |
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% |