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 | $10,627,861 | -2.5% | 157,031 | +2.3% | 4.39% | -1.1% |
| Q2 2023 | $10,898,758 | +2.6% | 153,439 | -2.0% | 4.44% | +1.4% |
| Q1 2023 | $10,626,450 | +3.6% | 156,617 | +0.2% | 4.38% | +2.0% |
| Q4 2022 | $10,259,816 | +0.3% | 156,376 | -0.9% | 4.30% | +5.1% |
| Q3 2022 | $10,233,000 | +2.9% | 157,836 | -0.4% | 4.09% | +5.4% |
| Q2 2022 | $9,942,000 | -17.3% | 158,496 | -0.0% | 3.88% | -8.6% |
| Q1 2022 | $12,029,000 | -10.8% | 158,571 | -5.4% | 4.24% | -6.7% |
| Q4 2021 | $13,488,000 | +5.0% | 167,710 | +0.1% | 4.55% | -1.7% |
| Q3 2021 | $12,847,000 | -0.8% | 167,583 | +1.3% | 4.63% | -1.5% |
| Q2 2021 | $12,950,000 | +4.3% | 165,514 | -0.8% | 4.70% | -2.6% |
| Q1 2021 | $12,422,000 | +8.8% | 166,902 | -0.3% | 4.83% | -0.5% |
| Q4 2020 | $11,418,000 | – | 167,470 | – | 4.85% | – |
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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% |