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 | $4,108,532 | -9.5% | 60,705 | -5.0% | 3.02% | -2.5% |
| Q2 2023 | $4,538,386 | -1.2% | 63,894 | -5.6% | 3.09% | -0.9% |
| Q1 2023 | $4,593,840 | +3.9% | 67,706 | +0.5% | 3.12% | +1.1% |
| Q4 2022 | $4,420,055 | +7.3% | 67,369 | -1.0% | 3.08% | -4.3% |
| Q3 2022 | $4,120,000 | +24.2% | 68,071 | +28.7% | 3.22% | +19.4% |
| Q2 2022 | $3,318,000 | -19.0% | 52,889 | -2.0% | 2.70% | -5.3% |
| Q1 2022 | $4,095,000 | -6.5% | 53,976 | -0.9% | 2.85% | -5.3% |
| Q4 2021 | $4,380,000 | +7.9% | 54,467 | +2.9% | 3.01% | -1.2% |
| Q3 2021 | $4,058,000 | +1.0% | 52,934 | +3.1% | 3.05% | +6.7% |
| Q2 2021 | $4,018,000 | +12.9% | 51,336 | +7.4% | 2.86% | +2.6% |
| Q1 2021 | $3,559,000 | +19.8% | 47,816 | +9.7% | 2.78% | +13.0% |
| Q4 2020 | $2,971,000 | – | 43,580 | – | 2.46% | – |
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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% |