SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,839,398 | -5.5% | 86,280 | -0.8% | 3.58% | -3.0% |
| Q2 2023 | $6,180,229 | +11.4% | 87,009 | +6.4% | 3.69% | +6.9% |
| Q1 2023 | $5,549,711 | +5.8% | 81,794 | +2.3% | 3.46% | +0.7% |
| Q4 2022 | $5,244,084 | +17.4% | 79,928 | +8.3% | 3.43% | +6.1% |
| Q3 2022 | $4,468,000 | -1.0% | 73,821 | +2.6% | 3.23% | +4.3% |
| Q2 2022 | $4,512,000 | -12.8% | 71,923 | +5.5% | 3.10% | -3.2% |
| Q1 2022 | $5,172,000 | +0.4% | 68,176 | +6.5% | 3.20% | +0.3% |
| Q4 2021 | $5,151,000 | +6.9% | 64,044 | +1.9% | 3.19% | -10.2% |
| Q3 2021 | $4,819,000 | +2.8% | 62,867 | +5.0% | 3.56% | +63.0% |
| Q2 2021 | $4,688,000 | -1.1% | 59,895 | -6.0% | 2.18% | -16.2% |
| Q1 2021 | $4,742,000 | – | 63,712 | – | 2.60% | – |
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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% |