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 | $485,971 | -13.2% | 7,180 | -8.9% | 0.26% | -12.6% |
| Q2 2023 | $559,794 | +1.8% | 7,881 | -2.8% | 0.29% | -3.9% |
| Q1 2023 | $549,869 | -42.3% | 8,104 | -44.2% | 0.30% | -47.0% |
| Q4 2022 | $952,463 | +327.1% | 14,517 | +294.7% | 0.58% | +275.8% |
| Q3 2022 | $223,000 | -43.4% | 3,678 | -41.4% | 0.15% | -42.5% |
| Q2 2022 | $394,000 | +60.8% | 6,273 | +96.6% | 0.27% | +18.8% |
| Q3 2021 | $245,000 | – | 3,191 | – | 0.22% | – |
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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% |