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 | $389,889 | -53.3% | 5,761 | -49.9% | 1.18% | +19.5% |
| Q2 2023 | $834,238 | +124.8% | 11,506 | +110.3% | 0.99% | -6.0% |
| Q1 2023 | $371,165 | +3.6% | 5,470 | +0.1% | 1.05% | -5.8% |
| Q4 2022 | $358,440 | +8.6% | 5,463 | +0.2% | 1.12% | +13.1% |
| Q3 2022 | $330,000 | -4.9% | 5,454 | -1.4% | 0.99% | -2.7% |
| Q2 2022 | $347,000 | -24.2% | 5,529 | -2.9% | 1.01% | -15.4% |
| Q1 2022 | $458,000 | +9.6% | 5,696 | +3.3% | 1.20% | +7.6% |
| Q4 2021 | $418,000 | – | 5,515 | – | 1.11% | – |
Download | ||||||
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% |