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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $861,152 | +2.6% | 12,692 | -0.8% | 0.58% | -2.5% |
| Q4 2022 | $839,283 | +1.9% | 12,792 | -6.0% | 0.59% | +2.1% |
| Q3 2022 | $824,000 | -4.2% | 13,612 | -0.7% | 0.58% | +2.1% |
| Q2 2022 | $860,000 | -18.0% | 13,702 | -0.9% | 0.57% | -1.4% |
| Q1 2022 | $1,049,000 | +5.6% | 13,832 | +12.1% | 0.58% | +8.5% |
| Q4 2021 | $993,000 | +16.3% | 12,342 | +10.8% | 0.53% | +7.9% |
| Q3 2021 | $854,000 | +56.4% | 11,142 | +13.2% | 0.49% | +7.7% |
| Q3 2020 | $546,000 | -2.0% | 9,842 | -7.1% | 0.46% | -9.2% |
| Q2 2020 | $557,000 | +24.1% | 10,592 | -0.5% | 0.50% | -2.5% |
| Q1 2020 | $449,000 | -21.0% | 10,642 | +12.7% | 0.52% | +2.8% |
| Q4 2019 | $568,000 | +6.4% | 9,442 | -0.0% | 0.50% | -0.6% |
| Q3 2019 | $534,000 | +12.7% | 9,444 | +13.7% | 0.50% | +11.3% |
| Q2 2019 | $474,000 | +79.5% | 8,304 | +79.2% | 0.45% | +66.5% |
| Q2 2018 | $264,000 | +11.4% | 4,635 | +3.6% | 0.27% | -13.1% |
| Q1 2018 | $237,000 | – | 4,475 | – | 0.31% | – |
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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% |