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 | $611,963 | -17.2% | 9,042 | -13.0% | 0.41% | -23.6% |
| Q2 2023 | $738,641 | -7.2% | 10,399 | -11.3% | 0.54% | -12.0% |
| Q1 2023 | $795,541 | -9.4% | 11,725 | -12.4% | 0.62% | -17.5% |
| Q4 2022 | $877,796 | +10.0% | 13,379 | +1.5% | 0.75% | -1.3% |
| Q3 2022 | $798,000 | -4.3% | 13,187 | -0.8% | 0.76% | -0.8% |
| Q2 2022 | $834,000 | -19.0% | 13,288 | -2.1% | 0.76% | +39.2% |
| Q1 2022 | $1,030,000 | -3.3% | 13,572 | +2.5% | 0.55% | +2.2% |
| Q4 2021 | $1,065,000 | – | 13,245 | – | 0.54% | – |
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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% |