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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,694 | +70.3% | 52,007 | +62.7% | 0.92% | +81.3% |
| Q1 2023 | $2,169 | +4.2% | 31,971 | +0.8% | 0.51% | -19.4% |
| Q4 2022 | $2,081 | -99.9% | 31,724 | +2.3% | 0.63% | +14.8% |
| Q3 2022 | $1,877,000 | -2.8% | 31,006 | +0.7% | 0.55% | +7.9% |
| Q2 2022 | $1,931,000 | -12.7% | 30,785 | -3.4% | 0.51% | -2.7% |
| Q1 2022 | $2,213,000 | -54.5% | 31,860 | -47.3% | 0.52% | -52.2% |
| Q4 2021 | $4,864,000 | +4.8% | 60,481 | -0.1% | 1.09% | -16.2% |
| Q3 2021 | $4,641,000 | -0.9% | 60,542 | -3.8% | 1.30% | -40.2% |
| Q2 2021 | $4,684,000 | 0.0% | 62,934 | 0.0% | 2.18% | +5.3% |
| Q1 2021 | $4,684,000 | +9.5% | 62,934 | +0.4% | 2.08% | +2.9% |
| Q4 2020 | $4,276,000 | – | 62,710 | – | 2.02% | – |
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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% |