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 | $870,365 | +120.8% | 12,860 | +131.7% | 0.30% | +122.2% |
| Q2 2023 | $394,217 | +3238.0% | 5,550 | +2983.3% | 0.14% | +3275.0% |
| Q4 2022 | $11,810 | -2.4% | 180 | -10.0% | 0.00% | -20.0% |
| Q3 2022 | $12,106 | -3.5% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,546 | -17.3% | 200 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $15,172 | -5.7% | 200 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $16,086 | -61.3% | 200 | -63.1% | 0.01% | -63.2% |
| Q3 2021 | $41,550 | – | 542 | – | 0.02% | – |
Download | ||||||
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% |