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 | $619,710 | -11.7% | 9,156 | -7.3% | 0.00% | 0.0% |
Q2 2023 | $701,474 | -0.5% | 9,876 | -5.0% | 0.00% | 0.0% |
Q1 2023 | $705,184 | +20.1% | 10,393 | +16.2% | 0.00% | 0.0% |
Q4 2022 | $586,963 | +9.1% | 8,946 | +0.6% | 0.00% | +50.0% |
Q3 2022 | $538,000 | -0.2% | 8,894 | +3.5% | 0.00% | 0.0% |
Q2 2022 | $539,000 | -15.3% | 8,590 | +2.4% | 0.00% | 0.0% |
Q1 2022 | $636,000 | -11.0% | 8,386 | -5.6% | 0.00% | -33.3% |
Q4 2021 | $715,000 | +16.6% | 8,884 | +11.0% | 0.00% | 0.0% |
Q3 2021 | $613,000 | +0.3% | 8,000 | +2.4% | 0.00% | 0.0% |
Q2 2021 | $611,000 | +8.3% | 7,812 | +3.1% | 0.00% | 0.0% |
Q1 2021 | $564,000 | +9.5% | 7,574 | +0.2% | 0.00% | 0.0% |
Q4 2020 | $515,000 | +27.2% | 7,556 | +3.6% | 0.00% | 0.0% |
Q3 2020 | $405,000 | +4.1% | 7,291 | -1.5% | 0.00% | 0.0% |
Q2 2020 | $389,000 | +7.5% | 7,400 | -13.8% | 0.00% | 0.0% |
Q1 2020 | $362,000 | -27.3% | 8,587 | +3.7% | 0.00% | +50.0% |
Q4 2019 | $498,000 | +5.5% | 8,283 | -0.7% | 0.00% | -33.3% |
Q3 2019 | $472,000 | -5.0% | 8,344 | -4.2% | 0.00% | 0.0% |
Q2 2019 | $497,000 | +6.7% | 8,707 | +3.4% | 0.00% | 0.0% |
Q1 2019 | $466,000 | +5.7% | 8,421 | -8.4% | 0.00% | 0.0% |
Q4 2018 | $441,000 | -12.7% | 9,193 | +5.3% | 0.00% | 0.0% |
Q3 2018 | $505,000 | +15.6% | 8,727 | +9.5% | 0.00% | 0.0% |
Q2 2018 | $437,000 | +7.1% | 7,969 | +3.4% | 0.00% | 0.0% |
Q1 2018 | $408,000 | +1.0% | 7,704 | +1.6% | 0.00% | +50.0% |
Q4 2017 | $404,000 | +9.5% | 7,583 | +2.9% | 0.00% | -33.3% |
Q3 2017 | $369,000 | +6.0% | 7,367 | +2.0% | 0.00% | 0.0% |
Q2 2017 | $348,000 | – | 7,226 | – | 0.00% | – |
Download |
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% |