SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $593,064 | -4.5% | 8,763 | +0.2% | 0.30% | +0.7% |
| Q2 2023 | $621,237 | +3.9% | 8,746 | -0.7% | 0.30% | -3.9% |
| Q1 2023 | $597,813 | -0.8% | 8,811 | -4.1% | 0.31% | +2.3% |
| Q4 2022 | $602,910 | +8.6% | 9,189 | +0.3% | 0.30% | -3.2% |
| Q3 2022 | $555,000 | -3.3% | 9,165 | +0.2% | 0.31% | +5.4% |
| Q2 2022 | $574,000 | -24.0% | 9,144 | -8.1% | 0.30% | -19.8% |
| Q1 2022 | $755,000 | -7.9% | 9,948 | -2.4% | 0.37% | -5.9% |
| Q4 2021 | $820,000 | +5.1% | 10,190 | +0.2% | 0.39% | -5.3% |
| Q3 2021 | $780,000 | -1.9% | 10,172 | +0.2% | 0.41% | -6.1% |
| Q2 2021 | $795,000 | +5.3% | 10,153 | +0.1% | 0.44% | -5.6% |
| Q1 2021 | $755,000 | +9.3% | 10,142 | +0.1% | 0.47% | +1.5% |
| Q4 2020 | $691,000 | +13.5% | 10,132 | -7.7% | 0.46% | -7.1% |
| Q3 2020 | $609,000 | -24.1% | 10,983 | -27.9% | 0.50% | -23.5% |
| Q2 2020 | $802,000 | +5.0% | 15,240 | -15.9% | 0.65% | -17.4% |
| Q1 2020 | $764,000 | -30.3% | 18,132 | -0.5% | 0.78% | -11.4% |
| Q4 2019 | $1,096,000 | – | 18,220 | – | 0.88% | – |
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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% |