SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,091,181 | -2.6% | 134,326 | +2.6% | 3.06% | -0.6% |
| Q2 2023 | $9,333,322 | +6.6% | 130,936 | +1.5% | 3.07% | -0.2% |
| Q1 2023 | $8,757,023 | +5.1% | 129,064 | +1.7% | 3.08% | +3.9% |
| Q4 2022 | $8,330,317 | +11.2% | 126,967 | +3.2% | 2.96% | +1.0% |
| Q3 2022 | $7,494,000 | +4.5% | 123,027 | +7.6% | 2.93% | +0.4% |
| Q2 2022 | $7,174,000 | -25.2% | 114,364 | -7.2% | 2.92% | -6.3% |
| Q1 2022 | $9,593,000 | +5.6% | 123,200 | +2.5% | 3.12% | -2.0% |
| Q4 2021 | $9,080,000 | – | 120,146 | – | 3.19% | – |
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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% |