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 | $6,975,914 | -48.3% | 103,072 | -45.7% | 1.96% | +4.3% |
| Q2 2023 | $13,484,200 | +138.7% | 189,838 | +120.5% | 1.88% | +10.0% |
| Q1 2023 | $5,648,626 | 0.0% | 86,094 | 0.0% | 1.71% | 0.0% |
| Q4 2022 | $5,648,626 | +8.9% | 86,094 | +0.4% | 1.71% | -0.1% |
| Q3 2022 | $5,188,000 | -0.8% | 85,715 | +2.8% | 1.71% | +5.5% |
| Q2 2022 | $5,228,000 | -58.3% | 83,347 | -49.6% | 1.62% | -4.8% |
| Q1 2022 | $12,548,000 | +93.2% | 165,414 | +104.8% | 1.70% | -2.1% |
| Q4 2021 | $6,496,000 | +8.1% | 80,764 | +3.0% | 1.74% | +4.3% |
| Q3 2021 | $6,009,000 | – | 78,383 | – | 1.67% | – |
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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% |