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 | $3,822,143 | -6.6% | 56,474 | -2.0% | 0.70% | -3.3% |
| Q2 2023 | $4,091,381 | -1.9% | 57,601 | -6.3% | 0.72% | -20.2% |
| Q1 2023 | $4,170,339 | +1.7% | 61,464 | -1.7% | 0.91% | +2.5% |
| Q4 2022 | $4,100,533 | +11.1% | 62,499 | +2.5% | 0.88% | -14.0% |
| Q3 2022 | $3,691,000 | -3.2% | 60,985 | +0.3% | 1.03% | -0.7% |
| Q2 2022 | $3,813,000 | -17.0% | 60,780 | +0.3% | 1.04% | -12.6% |
| Q1 2022 | $4,595,000 | – | 60,576 | – | 1.18% | – |
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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% |