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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,115,027 | +16.3% | 67,911 | +4.5% | 2.15% | +10.7% |
| Q3 2023 | $4,398,986 | -7.7% | 64,997 | -3.1% | 1.94% | -2.9% |
| Q2 2023 | $4,764,223 | +6.7% | 67,073 | +1.9% | 2.00% | +0.5% |
| Q1 2023 | $4,466,230 | +4.0% | 65,825 | +0.5% | 2.00% | -1.6% |
| Q4 2022 | $4,295,552 | +38.7% | 65,471 | +28.0% | 2.03% | +25.1% |
| Q3 2022 | $3,097,000 | -19.8% | 51,165 | +0.5% | 1.62% | -4.6% |
| Q2 2022 | $3,861,000 | 0.0% | 50,897 | 0.0% | 1.70% | 0.0% |
| Q1 2022 | $3,861,000 | -5.8% | 50,897 | -0.1% | 1.70% | -6.1% |
| Q4 2021 | $4,097,000 | +4.2% | 50,938 | -0.7% | 1.81% | +1.5% |
| Q3 2021 | $3,933,000 | +0.0% | 51,299 | +2.1% | 1.78% | -3.2% |
| Q2 2021 | $3,932,000 | +5.4% | 50,238 | +0.2% | 1.84% | -3.2% |
| Q1 2021 | $3,731,000 | +3.7% | 50,128 | -5.1% | 1.90% | -11.4% |
| Q4 2020 | $3,599,000 | +22.5% | 52,795 | -0.3% | 2.15% | +13.2% |
| Q3 2020 | $2,937,000 | +2.2% | 52,934 | -3.0% | 1.90% | -2.0% |
| Q2 2020 | $2,873,000 | +21.2% | 54,597 | -2.9% | 1.94% | +12.9% |
| Q1 2020 | $2,370,000 | -35.4% | 56,217 | -7.6% | 1.71% | -33.3% |
| Q4 2018 | $3,669,000 | – | 60,831 | – | 2.57% | – |
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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% |