SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209 | -4.7% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,269 | +4.7% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,212 | +3.4% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,172 | -99.9% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,081,000 | -3.5% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,120,000 | -17.3% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,355,000 | -5.7% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,437,000 | +5.0% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,369,000 | -2.1% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,398,000 | +5.2% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,329,000 | +9.1% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,218,000 | +22.9% | 17,868 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $991,000 | +5.4% | 17,868 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $940,000 | – | 17,868 | – | 0.00% | – |
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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% |