SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440 | -4.1% | 6,497 | +0.6% | 0.29% | +2.5% |
| Q2 2023 | $459 | +12.8% | 6,457 | +7.6% | 0.28% | +9.3% |
| Q1 2023 | $407 | -42.4% | 6,002 | -44.2% | 0.26% | +15.7% |
| Q4 2022 | $706 | -99.8% | 10,754 | +92.8% | 0.22% | -5.9% |
| Q3 2022 | $338,000 | -3.4% | 5,577 | 0.0% | 0.24% | +3.5% |
| Q2 2022 | $350,000 | -22.4% | 5,577 | -6.2% | 0.23% | -11.2% |
| Q1 2022 | $451,000 | -4.9% | 5,947 | +0.9% | 0.26% | +1.2% |
| Q4 2021 | $474,000 | +38.6% | 5,892 | +32.0% | 0.26% | +26.2% |
| Q3 2021 | $342,000 | -2.0% | 4,462 | 0.0% | 0.20% | 0.0% |
| Q2 2021 | $349,000 | +6.7% | 4,462 | +1.7% | 0.20% | +2.0% |
| Q1 2021 | $327,000 | +23.4% | 4,387 | +12.9% | 0.20% | +16.5% |
| Q4 2020 | $265,000 | +19.9% | 3,887 | -2.5% | 0.17% | +12.6% |
| Q3 2020 | $221,000 | +5.2% | 3,987 | 0.0% | 0.15% | -0.7% |
| Q2 2020 | $210,000 | -8.3% | 3,987 | +4.6% | 0.15% | +4.1% |
| Q4 2019 | $229,000 | +3.6% | 3,812 | -2.6% | 0.15% | +2.1% |
| Q3 2019 | $221,000 | -99.9% | 3,912 | +49.8% | 0.14% | +38.8% |
| Q3 2018 | $151,078,000 | – | 2,612 | – | 0.10% | – |
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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% |