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 | $335,084 | -1.3% | 4,951 | +3.6% | 0.04% | 0.0% |
| Q2 2023 | $339,594 | +8.2% | 4,781 | +3.4% | 0.04% | 0.0% |
| Q1 2023 | $313,738 | -4.4% | 4,624 | -7.6% | 0.04% | -14.9% |
| Q4 2022 | $328,312 | +10.2% | 5,004 | +1.8% | 0.05% | 0.0% |
| Q3 2022 | $298,000 | +7.6% | 4,917 | +11.4% | 0.05% | +6.8% |
| Q2 2022 | $277,000 | -11.2% | 4,415 | +7.5% | 0.04% | +2.3% |
| Q1 2022 | $312,000 | -9.0% | 4,107 | -3.7% | 0.04% | -8.5% |
| Q4 2021 | $343,000 | -20.6% | 4,266 | -24.3% | 0.05% | -29.9% |
| Q3 2021 | $432,000 | +45.9% | 5,634 | +48.9% | 0.07% | +39.6% |
| Q2 2021 | $296,000 | +8.8% | 3,783 | +3.4% | 0.05% | 0.0% |
| Q1 2021 | $272,000 | +17.7% | 3,659 | +8.0% | 0.05% | +6.7% |
| Q4 2020 | $231,000 | +3.6% | 3,388 | -15.8% | 0.04% | -30.8% |
| Q1 2019 | $223,000 | -4.3% | 4,025 | +0.1% | 0.06% | 0.0% |
| Q3 2018 | $233,000 | +5.9% | 4,021 | +0.5% | 0.06% | -1.5% |
| Q2 2018 | $220,000 | -18.2% | 4,001 | -21.5% | 0.07% | -19.5% |
| Q1 2018 | $269,000 | +2.7% | 5,094 | +3.7% | 0.08% | -1.2% |
| Q4 2017 | $262,000 | – | 4,914 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |