SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 838 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,674,784 | -6.5% | 72,913 | -2.2% | 0.76% | -4.1% |
| Q1 2024 | $6,071,873 | +32.3% | 74,566 | +6.6% | 0.80% | +12.3% |
| Q4 2023 | $4,589,367 | -12.7% | 69,949 | -10.0% | 0.71% | -6.5% |
| Q3 2023 | $5,258,317 | -4.0% | 77,694 | +0.7% | 0.76% | -1.3% |
| Q2 2023 | $5,479,541 | +15.7% | 77,144 | +10.5% | 0.77% | +10.6% |
| Q1 2023 | $4,735,977 | +3.2% | 69,801 | -0.2% | 0.70% | -2.1% |
| Q4 2022 | $4,589,367 | +151.1% | 69,949 | +131.7% | 0.71% | +126.1% |
| Q3 2022 | $1,827,663 | +192.6% | 30,194 | +203.2% | 0.31% | +207.8% |
| Q2 2022 | $624,629 | +192.6% | 9,957 | +253.8% | 0.10% | +200.0% |
| Q1 2022 | $213,472 | -5.4% | 2,814 | +0.4% | 0.03% | +9.7% |
| Q4 2021 | $225,557 | – | 2,804 | – | 0.03% | – |
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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% |