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 | $7,177,760 | -1.4% | 106,054 | -1.1% | 6.70% | -7.4% |
| Q2 2023 | $7,278,418 | +1.6% | 107,272 | +1.6% | 7.23% | -1.1% |
| Q1 2023 | $7,161,177 | +2.1% | 105,544 | -1.2% | 7.32% | -3.3% |
| Q4 2022 | $7,011,585 | +9.5% | 106,868 | +3.8% | 7.56% | +0.5% |
| Q3 2022 | $6,401,000 | -0.7% | 102,962 | -0.2% | 7.52% | +19.5% |
| Q2 2022 | $6,443,000 | -17.8% | 103,159 | -0.1% | 6.29% | -3.5% |
| Q1 2022 | $7,835,000 | -6.7% | 103,283 | -0.7% | 6.52% | -13.2% |
| Q4 2021 | $8,398,000 | +3.8% | 103,987 | -1.5% | 7.52% | +11.6% |
| Q3 2021 | $8,094,000 | -2.6% | 105,582 | -0.5% | 6.74% | -1.9% |
| Q2 2021 | $8,306,000 | +6.6% | 106,117 | +1.7% | 6.87% | -4.6% |
| Q1 2021 | $7,791,000 | +1.2% | 104,312 | -7.6% | 7.20% | -5.0% |
| Q4 2020 | $7,695,000 | – | 112,867 | – | 7.58% | – |
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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% |