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 | $14,417,692 | -4.7% | 213,027 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $15,121,322 | +6.2% | 212,886 | +1.4% | 0.02% | +4.3% |
| Q1 2023 | $14,241,036 | -3.0% | 209,890 | -6.2% | 0.02% | -11.5% |
| Q4 2022 | $14,680,118 | +138.9% | 223,757 | +120.5% | 0.03% | +136.4% |
| Q3 2022 | $6,144,000 | -9.0% | 101,498 | -5.6% | 0.01% | 0.0% |
| Q2 2022 | $6,748,000 | -21.2% | 107,576 | -4.7% | 0.01% | -15.4% |
| Q1 2022 | $8,560,000 | -1.0% | 112,839 | +5.0% | 0.01% | +8.3% |
| Q4 2021 | $8,644,000 | +5.9% | 107,469 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $8,166,000 | -3.2% | 106,518 | -1.2% | 0.01% | -7.7% |
| Q2 2021 | $8,440,000 | +0.2% | 107,838 | -4.7% | 0.01% | -7.1% |
| Q1 2021 | $8,419,000 | +5.3% | 113,115 | -3.5% | 0.01% | -6.7% |
| Q4 2020 | $7,995,000 | +15.5% | 117,262 | -6.0% | 0.02% | +7.1% |
| Q3 2020 | $6,921,000 | +7.0% | 124,737 | +1.5% | 0.01% | 0.0% |
| Q2 2020 | $6,467,000 | +11.7% | 122,893 | -10.5% | 0.01% | 0.0% |
| Q1 2020 | $5,789,000 | – | 137,316 | – | 0.01% | – |
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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% |