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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,356,000 | +79.1% | 82,800 | +43.5% | 0.77% | -31.4% |
| Q1 2020 | $2,432,000 | -38.6% | 57,689 | -12.3% | 1.13% | -37.3% |
| Q4 2019 | $3,959,000 | +0.1% | 65,811 | -6.0% | 1.80% | -4.0% |
| Q3 2019 | $3,957,000 | -34.0% | 69,980 | -33.4% | 1.87% | -34.4% |
| Q2 2019 | $6,000,000 | -8.1% | 105,090 | -10.8% | 2.85% | -20.1% |
| Q1 2019 | $6,527,000 | +6.7% | 117,842 | -7.7% | 3.57% | -7.8% |
| Q4 2018 | $6,118,000 | – | 127,650 | – | 3.87% | – |
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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% |