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 | $684,628 | +13.6% | 10,116 | +19.3% | 0.05% | +16.3% |
| Q2 2023 | $602,473 | +15.4% | 8,482 | +10.3% | 0.04% | +16.2% |
| Q1 2023 | $521,933 | +4.2% | 7,692 | +0.7% | 0.04% | -5.1% |
| Q4 2022 | $501,008 | +25.6% | 7,636 | +15.9% | 0.04% | +18.2% |
| Q3 2022 | $399,000 | +9.0% | 6,591 | +13.1% | 0.03% | +13.8% |
| Q2 2022 | $366,000 | +3.7% | 5,829 | +25.2% | 0.03% | +20.8% |
| Q1 2022 | $353,000 | +17.3% | 4,655 | +24.4% | 0.02% | +20.0% |
| Q4 2021 | $301,000 | -25.9% | 3,742 | -37.2% | 0.02% | -52.4% |
| Q4 2020 | $406,000 | -20.7% | 5,958 | -30.0% | 0.04% | -35.4% |
| Q4 2019 | $512,000 | – | 8,506 | – | 0.06% | – |
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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% |