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 | $2,314 | -6.5% | 34,196 | -1.9% | 0.28% | -4.8% |
| Q2 2023 | $2,475 | +4.3% | 34,841 | -0.4% | 0.29% | -2.0% |
| Q1 2023 | $2,374 | +2.5% | 34,989 | -0.9% | 0.30% | -9.8% |
| Q4 2022 | $2,315 | -99.9% | 35,291 | -4.1% | 0.33% | -2.4% |
| Q3 2022 | $2,228,000 | -6.4% | 36,815 | -3.0% | 0.34% | -3.2% |
| Q2 2022 | $2,380,000 | -18.0% | 37,943 | -0.8% | 0.35% | -6.5% |
| Q1 2022 | $2,902,000 | -9.1% | 38,255 | -3.6% | 0.37% | -8.0% |
| Q4 2021 | $3,193,000 | +0.1% | 39,694 | -4.6% | 0.40% | -11.5% |
| Q3 2021 | $3,190,000 | -2.8% | 41,611 | -0.8% | 0.45% | -7.5% |
| Q2 2021 | $3,282,000 | -0.9% | 41,935 | -5.8% | 0.49% | -14.3% |
| Q1 2021 | $3,312,000 | -48.6% | 44,501 | -52.9% | 0.57% | -54.1% |
| Q4 2020 | $6,442,000 | – | 94,487 | – | 1.25% | – |
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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% |