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 | $14,715,915 | -3.3% | 217,434 | +1.5% | 8.76% | +0.4% |
| Q2 2023 | $15,213,600 | +6.6% | 214,186 | +1.8% | 8.73% | +1.8% |
| Q1 2023 | $14,268,626 | +2.3% | 210,297 | -1.1% | 8.57% | -4.8% |
| Q4 2022 | $13,952,416 | +9.1% | 212,657 | +0.7% | 9.00% | -1.1% |
| Q3 2022 | $12,788,000 | -3.2% | 211,266 | +0.3% | 9.10% | -7.4% |
| Q2 2022 | $13,217,000 | -18.2% | 210,704 | -1.0% | 9.83% | -16.5% |
| Q1 2022 | $16,150,000 | -4.1% | 212,898 | +1.6% | 11.77% | -1.1% |
| Q4 2021 | $16,849,000 | +5.7% | 209,492 | +0.8% | 11.90% | +0.2% |
| Q3 2021 | $15,939,000 | +7.7% | 207,919 | +9.9% | 11.88% | +1.1% |
| Q2 2021 | $14,802,000 | +5.8% | 189,112 | +0.6% | 11.75% | -5.5% |
| Q1 2021 | $13,991,000 | +11.6% | 187,975 | +2.2% | 12.44% | +0.9% |
| Q4 2020 | $12,535,000 | – | 183,859 | – | 12.32% | – |
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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% |