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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,480,933 | +95.3% | 140,085 | +104.9% | 0.28% | -6.5% |
| Q2 2023 | $4,855,096 | +10.8% | 68,353 | +5.8% | 0.29% | -7.8% |
| Q1 2023 | $4,382,942 | +3.6% | 64,598 | +0.1% | 0.32% | -3.6% |
| Q4 2022 | $4,232,062 | +11.2% | 64,503 | +2.5% | 0.33% | -5.7% |
| Q3 2022 | $3,807,000 | +6.3% | 62,902 | +10.2% | 0.35% | +25.8% |
| Q2 2022 | $3,581,000 | -14.1% | 57,085 | +3.9% | 0.28% | -1.4% |
| Q1 2022 | $4,167,000 | -5.4% | 54,926 | +0.2% | 0.28% | -5.7% |
| Q4 2021 | $4,407,000 | +13.6% | 54,790 | +8.3% | 0.30% | +3.8% |
| Q3 2021 | $3,879,000 | +64.1% | 50,604 | +67.5% | 0.29% | +58.8% |
| Q2 2021 | $2,364,000 | +5.3% | 30,207 | +0.1% | 0.18% | -2.7% |
| Q1 2021 | $2,245,000 | +22.7% | 30,162 | +12.3% | 0.19% | +12.7% |
| Q4 2020 | $1,830,000 | +35.4% | 26,847 | +10.1% | 0.17% | +14.5% |
| Q3 2020 | $1,352,000 | +2.9% | 24,377 | -2.4% | 0.14% | -4.6% |
| Q2 2020 | $1,314,000 | +8.3% | 24,966 | -13.3% | 0.15% | -14.1% |
| Q1 2020 | $1,213,000 | +116.6% | 28,782 | +209.1% | 0.18% | +160.3% |
| Q4 2019 | $560,000 | +6.5% | 9,311 | +0.2% | 0.07% | -2.9% |
| Q3 2019 | $526,000 | -2.2% | 9,297 | -1.3% | 0.07% | -2.8% |
| Q2 2019 | $538,000 | -1.6% | 9,417 | -4.6% | 0.07% | -4.0% |
| Q1 2019 | $547,000 | – | 9,872 | – | 0.08% | – |
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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% |