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 2017 | $565,000 | +4.1% | 11,270 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $543,000 | +277.1% | 11,270 | +241.5% | 0.01% | +150.0% |
| Q3 2016 | $144,000 | -94.8% | 3,300 | -95.2% | 0.00% | -90.0% |
| Q1 2016 | $2,764,000 | +525.3% | 68,081 | +516.6% | 0.02% | +566.7% |
| Q4 2015 | $442,000 | -11.2% | 11,041 | -5.5% | 0.00% | 0.0% |
| Q2 2015 | $498,000 | -46.2% | 11,680 | -45.5% | 0.00% | -50.0% |
| Q1 2015 | $925,000 | -22.3% | 21,443 | -26.7% | 0.01% | 0.0% |
| Q4 2014 | $1,190,000 | +135.2% | 29,243 | +123.5% | 0.01% | +100.0% |
| Q3 2014 | $506,000 | – | 13,086 | – | 0.00% | – |
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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% |