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 | $6,440,370 | -6.3% | 95,159 | -1.7% | 2.93% | -13.3% |
| Q2 2023 | $6,876,042 | +2.2% | 96,805 | -2.4% | 3.38% | -2.9% |
| Q1 2023 | $6,726,981 | +3.0% | 99,145 | -0.4% | 3.48% | +1.2% |
| Q4 2022 | $6,529,281 | +25.7% | 99,517 | +16.0% | 3.44% | +20.6% |
| Q3 2022 | $5,195,000 | -3.7% | 85,825 | -0.2% | 2.86% | +6.2% |
| Q2 2022 | $5,393,000 | -16.9% | 85,971 | +0.5% | 2.69% | +0.5% |
| Q1 2022 | $6,492,000 | +0.6% | 85,575 | +6.7% | 2.68% | -6.2% |
| Q4 2021 | $6,451,000 | +13.0% | 80,212 | +7.7% | 2.85% | -6.9% |
| Q3 2021 | $5,709,000 | -4.8% | 74,473 | -2.8% | 3.06% | -5.5% |
| Q2 2021 | $5,996,000 | +16.8% | 76,613 | +11.1% | 3.24% | -7.8% |
| Q1 2021 | $5,132,000 | +50.5% | 68,957 | +37.9% | 3.52% | +18.5% |
| Q4 2020 | $3,409,000 | – | 50,004 | – | 2.97% | – |
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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% |