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 | $1,272,288 | +7.4% | 18,799 | +12.7% | 0.80% | +10.6% |
| Q2 2023 | $1,184,694 | +0.2% | 16,679 | -4.3% | 0.73% | -2.7% |
| Q1 2023 | $1,182,208 | +1.2% | 17,424 | -2.2% | 0.75% | -1.5% |
| Q4 2022 | $1,168,567 | -20.5% | 17,811 | -26.7% | 0.76% | -27.8% |
| Q3 2022 | $1,470,000 | -12.7% | 24,291 | -9.5% | 1.05% | -8.6% |
| Q2 2022 | $1,684,000 | -28.3% | 26,850 | -13.3% | 1.15% | -18.9% |
| Q1 2022 | $2,348,000 | +10.6% | 30,953 | +17.3% | 1.42% | +12.7% |
| Q4 2021 | $2,123,000 | +10.6% | 26,391 | +5.4% | 1.26% | +1.6% |
| Q3 2021 | $1,919,000 | +0.3% | 25,030 | +2.4% | 1.24% | +0.9% |
| Q2 2021 | $1,913,000 | +31.2% | 24,446 | +24.8% | 1.22% | +22.6% |
| Q1 2021 | $1,458,000 | +13.5% | 19,593 | +4.0% | 1.00% | +5.5% |
| Q4 2020 | $1,285,000 | – | 18,845 | – | 0.95% | – |
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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% |