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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $115,998 | +8.4% | 1,768 | – | 0.04% | +4.9% |
| Q3 2022 | $107,000 | -3.6% | 0 | -100.0% | 0.04% | +10.8% |
| Q2 2022 | $111,000 | -17.2% | 1,768 | 0.0% | 0.04% | -9.8% |
| Q1 2022 | $134,000 | -1.5% | 1,768 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $136,000 | -1.4% | 1,768 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $138,000 | +14.0% | 1,768 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $121,000 | +17.5% | 1,768 | -4.3% | 0.04% | +5.1% |
| Q3 2020 | $103,000 | +6.2% | 1,848 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $97,000 | +24.4% | 1,848 | 0.0% | 0.04% | +18.2% |
| Q1 2020 | $78,000 | -14.3% | 1,848 | +21.7% | 0.03% | +13.8% |
| Q4 2019 | $91,000 | +5.8% | 1,518 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $86,000 | +3.6% | 1,518 | +4.3% | 0.03% | -3.4% |
| Q2 2019 | $83,000 | +2.5% | 1,455 | 0.0% | 0.03% | +7.4% |
| Q1 2019 | $81,000 | +15.7% | 1,455 | 0.0% | 0.03% | +12.5% |
| Q4 2018 | $70,000 | -16.7% | 1,455 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $84,000 | +5.0% | 1,455 | 0.0% | 0.02% | -34.2% |
| Q2 2018 | $80,000 | -3.6% | 1,455 | -7.3% | 0.04% | +46.2% |
| Q1 2018 | $83,000 | +1.2% | 1,570 | +1.6% | 0.03% | 0.0% |
| Q4 2017 | $82,000 | +6.5% | 1,545 | +0.1% | 0.03% | +4.0% |
| Q3 2017 | $77,000 | +10.0% | 1,544 | +6.1% | 0.02% | +4.2% |
| Q2 2017 | $70,000 | +1.4% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $69,000 | +4.5% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $66,000 | +4.8% | 1,455 | 0.0% | 0.02% | +9.1% |
| Q3 2016 | $63,000 | +3.3% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $61,000 | +3.4% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $59,000 | +1.7% | 1,455 | 0.0% | 0.02% | +10.0% |
| Q4 2015 | $58,000 | +1.8% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $57,000 | -8.1% | 1,455 | 0.0% | 0.02% | -4.8% |
| Q2 2015 | $62,000 | -1.6% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $63,000 | -16.0% | 1,455 | -18.5% | 0.02% | -16.0% |
| Q4 2014 | $75,000 | +4.2% | 1,785 | 0.0% | 0.02% | -3.8% |
| Q3 2014 | $72,000 | -8.9% | 1,785 | -8.9% | 0.03% | -10.3% |
| Q2 2014 | $79,000 | +3.9% | 1,960 | 0.0% | 0.03% | -3.3% |
| Q1 2014 | $76,000 | -1.3% | 1,960 | -4.3% | 0.03% | 0.0% |
| Q4 2013 | $77,000 | -12.5% | 2,048 | -19.8% | 0.03% | -21.1% |
| Q3 2013 | $88,000 | +7.3% | 2,554 | 0.0% | 0.04% | -2.6% |
| Q2 2013 | $82,000 | – | 2,554 | – | 0.04% | – |
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% |