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 | $15,423 | -0.4% | 227,883 | +4.5% | 0.03% | +3.2% |
| Q2 2023 | $15,482 | +10.0% | 217,969 | +5.0% | 0.03% | +3.3% |
| Q1 2023 | $14,079 | +3.4% | 207,510 | -0.0% | 0.03% | -9.1% |
| Q4 2022 | $13,617 | -99.9% | 207,556 | +8.3% | 0.03% | +10.0% |
| Q3 2022 | $11,596,000 | +0.7% | 191,586 | +4.3% | 0.03% | 0.0% |
| Q2 2022 | $11,521,000 | -48.3% | 183,664 | -37.5% | 0.03% | -41.2% |
| Q1 2022 | $22,275,000 | -6.9% | 293,634 | -1.3% | 0.05% | -5.6% |
| Q4 2021 | $23,922,000 | +7.0% | 297,426 | +2.0% | 0.05% | -3.6% |
| Q3 2021 | $22,364,000 | +1.2% | 291,730 | +3.3% | 0.06% | 0.0% |
| Q2 2021 | $22,103,000 | +9.3% | 282,394 | +3.9% | 0.06% | -1.8% |
| Q1 2021 | $20,231,000 | -34.1% | 271,817 | -39.7% | 0.06% | -38.0% |
| Q4 2020 | $30,720,000 | +41.3% | 450,578 | +14.9% | 0.09% | +24.3% |
| Q3 2020 | $21,748,000 | +16.4% | 392,008 | +10.4% | 0.07% | +4.2% |
| Q2 2020 | $18,689,000 | +26.2% | 355,180 | +1.1% | 0.07% | +2.9% |
| Q1 2020 | $14,809,000 | -28.2% | 351,266 | +2.4% | 0.07% | -11.5% |
| Q4 2019 | $20,630,000 | +21.0% | 342,976 | +13.8% | 0.08% | +6.8% |
| Q3 2019 | $17,044,000 | -22.7% | 301,462 | -21.9% | 0.07% | -24.7% |
| Q2 2019 | $22,043,000 | +4.7% | 386,116 | +1.6% | 0.10% | 0.0% |
| Q1 2019 | $21,050,000 | +15.7% | 380,050 | +0.2% | 0.10% | 0.0% |
| Q4 2018 | $18,187,000 | -11.3% | 379,462 | +7.0% | 0.10% | -1.0% |
| Q3 2018 | $20,507,000 | -2.5% | 354,552 | -7.4% | 0.10% | -10.9% |
| Q2 2018 | $21,025,000 | +12.2% | 383,037 | +8.1% | 0.11% | +7.8% |
| Q1 2018 | $18,738,000 | +17.1% | 354,363 | +18.0% | 0.10% | +17.2% |
| Q4 2017 | $15,995,000 | – | 300,265 | – | 0.09% | – |
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% |