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 | $1,567,006 | -5.0% | 23,153 | -0.3% | 0.09% | -3.4% |
| Q2 2023 | $1,649,827 | +104121.5% | 23,227 | -0.4% | 0.09% | +1.1% |
| Q1 2023 | $1,583 | +657.4% | 23,326 | +633.3% | 0.09% | +633.3% |
| Q4 2022 | $209 | -99.9% | 3,181 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $241,000 | -5.5% | 3,176 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $255,000 | +4.9% | 3,175 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $243,000 | -2.4% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $249,000 | +5.5% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $236,000 | +9.3% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $216,000 | – | 3,175 | – | 0.01% | – |
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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% |