SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $284,262 | +4.7% | 4,002 | 0.0% | 0.24% | -1.2% |
| Q1 2023 | $271,536 | +3.4% | 4,002 | 0.0% | 0.24% | -5.5% |
| Q4 2022 | $262,571 | +8.5% | 4,002 | 0.0% | 0.26% | -4.1% |
| Q3 2022 | $242,000 | -4.0% | 4,002 | -0.3% | 0.27% | +1.5% |
| Q2 2022 | $252,000 | -17.4% | 4,016 | 0.0% | 0.26% | -4.7% |
| Q1 2022 | $305,000 | -5.6% | 4,016 | 0.0% | 0.28% | -4.8% |
| Q4 2021 | $323,000 | -1.2% | 4,016 | -5.8% | 0.29% | -6.2% |
| Q3 2021 | $327,000 | -1.8% | 4,264 | +0.4% | 0.31% | -0.6% |
| Q2 2021 | $333,000 | – | 4,249 | – | 0.31% | – |
Download | ||||||
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% |