CONCOURSE FINANCIAL GROUP SECURITIES, INC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.

Quarter-by-quarter ownership
CONCOURSE FINANCIAL GROUP SECURITIES, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$000.00%
Q2 2023$000.00%
Q1 2023$000.00%
Q4 2022$000.00%
Q3 2022$0
-100.0%
0
-100.0%
0.00%
Q2 2022$1,000
-93.3%
21
-89.2%
0.00%
-100.0%
Q1 2022$15,000
-85.7%
195
-85.1%
0.00%
-83.3%
Q4 2021$105,000
-50.2%
1,308
-52.5%
0.01%
-53.8%
Q3 2021$211,000
+20.6%
2,752
+22.9%
0.01%
+18.2%
Q2 2021$175,000
+32.6%
2,240
+26.8%
0.01%
+22.2%
Q1 2021$132,000
+127.6%
1,767
+107.9%
0.01%
+125.0%
Q4 2020$58,000
+38.1%
850
+13.3%
0.00%0.0%
Q3 2020$42,000
+7.7%
7500.0%0.00%0.0%
Q2 2020$39,000
-64.5%
750
-71.2%
0.00%
-66.7%
Q1 2020$110,000
-25.2%
2,606
+6.5%
0.01%
-20.0%
Q4 2019$147,000
-78.0%
2,447
-79.3%
0.02%
-91.0%
Q3 2019$667,000
+5.4%
11,793
+6.7%
0.17%
+159.4%
Q2 2019$633,000
+1658.3%
11,055
+1562.4%
0.06%
+1500.0%
Q1 2019$36,000
+16.1%
6650.0%0.00%0.0%
Q4 2018$31,000
+93.8%
665
+137.5%
0.00%0.0%
Q3 2018$16,0002800.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders