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 | $265,866 | -6.4% | 3,928 | -1.7% | 0.18% | -3.2% |
| Q2 2023 | $283,927 | -0.3% | 3,997 | -4.7% | 0.19% | -1.6% |
| Q1 2023 | $284,711 | -3.5% | 4,196 | -6.7% | 0.19% | +22.6% |
| Q4 2022 | $294,935 | +26.6% | 4,495 | +16.8% | 0.16% | -0.6% |
| Q3 2022 | $233,000 | -3.3% | 3,849 | +0.0% | 0.16% | +1.3% |
| Q2 2022 | $241,000 | -0.4% | 3,848 | +20.7% | 0.15% | +2.7% |
| Q1 2022 | $242,000 | +8.0% | 3,187 | +14.4% | 0.15% | -16.2% |
| Q4 2021 | $224,000 | – | 2,786 | – | 0.18% | – |
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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% |