SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,616,499 | +95904.8% | 53,435 | +0.7% | 0.79% | +29.7% |
| Q2 2023 | $3,767 | +30.8% | 53,040 | +24.9% | 0.61% | +28.1% |
| Q1 2023 | $2,881 | +23.5% | 42,460 | +19.4% | 0.47% | +8.0% |
| Q4 2022 | $2,332 | -99.9% | 35,549 | -33.5% | 0.44% | -44.3% |
| Q3 2022 | $3,616,499 | +77.9% | 53,435 | +74.6% | 0.79% | +72.4% |
| Q2 2022 | $2,033,000 | +44.9% | 30,606 | +61.5% | 0.46% | +60.0% |
| Q1 2022 | $1,403,000 | – | 18,952 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |