SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,703,236 | -1.8% | 172,920 | +3.0% | 3.14% | +11.1% |
| Q2 2023 | $11,919,882 | +5.0% | 167,815 | +0.3% | 2.83% | +4.9% |
| Q1 2023 | $11,347,789 | +1.6% | 167,248 | -1.7% | 2.70% | -2.2% |
| Q4 2022 | $11,163,729 | +11.8% | 170,153 | +3.2% | 2.76% | +1.0% |
| Q3 2022 | $9,984,000 | -3.4% | 164,937 | +0.2% | 2.73% | +1.1% |
| Q2 2022 | $10,331,000 | -16.6% | 164,683 | +0.9% | 2.70% | +2.9% |
| Q1 2022 | $12,382,000 | +0.4% | 163,225 | +6.4% | 2.62% | -4.8% |
| Q4 2021 | $12,335,000 | +5.7% | 153,364 | +0.7% | 2.76% | +5.4% |
| Q3 2021 | $11,673,000 | -35.3% | 152,270 | -46.8% | 2.62% | +0.7% |
| Q2 2021 | $18,040,000 | +77.1% | 286,106 | +109.1% | 2.60% | +2.8% |
| Q1 2021 | $10,186,000 | +0.7% | 136,856 | -7.7% | 2.53% | -8.3% |
| Q4 2020 | $10,113,000 | +2241.0% | 148,324 | +0.1% | 2.76% | +1940.7% |
| Q3 2020 | $432,000 | -94.5% | 148,226 | -0.7% | 0.14% | -95.0% |
| Q2 2020 | $7,854,000 | +4870.9% | 149,250 | +12.9% | 2.70% | +2519.4% |
| Q1 2020 | $158,000 | -98.7% | 132,146 | -32.5% | 0.10% | -97.6% |
| Q4 2019 | $11,776,000 | +8.1% | 195,772 | +1.6% | 4.38% | -0.2% |
| Q3 2019 | $10,894,000 | -0.1% | 192,672 | +0.8% | 4.39% | -2.6% |
| Q2 2019 | $10,909,000 | +8.8% | 191,089 | +5.5% | 4.50% | +7.9% |
| Q1 2019 | $10,031,000 | +21.6% | 181,106 | +5.2% | 4.17% | +9.8% |
| Q4 2018 | $8,250,000 | – | 172,131 | – | 3.80% | – |
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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% |