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 | $969,584 | -5.3% | 14,326 | -0.6% | 1.08% | -3.5% |
Q2 2023 | $1,023,542 | +5.9% | 14,410 | +1.2% | 1.12% | -5.8% |
Q1 2023 | $966,388 | +3.5% | 14,243 | +0.0% | 1.18% | 0.0% |
Q4 2022 | $934,024 | +8.4% | 14,236 | -0.0% | 1.18% | +5.2% |
Q3 2022 | $862,000 | -6.2% | 14,240 | -2.8% | 1.12% | +32.4% |
Q2 2022 | $919,000 | -15.9% | 14,656 | +1.7% | 0.85% | -4.6% |
Q1 2022 | $1,093,000 | -3.7% | 14,408 | +2.1% | 0.89% | -4.5% |
Q4 2021 | $1,135,000 | +0.2% | 14,117 | -4.5% | 0.93% | -5.9% |
Q3 2021 | $1,133,000 | -12.0% | 14,778 | -10.2% | 0.99% | -14.4% |
Q2 2021 | $1,287,000 | -3.7% | 16,449 | -8.4% | 1.16% | -16.4% |
Q1 2021 | $1,337,000 | +5.6% | 17,961 | -3.2% | 1.39% | +4.6% |
Q4 2020 | $1,266,000 | +5.8% | 18,564 | -12.3% | 1.32% | -6.1% |
Q3 2019 | $1,197,000 | -0.8% | 21,175 | +0.1% | 1.41% | +4.9% |
Q2 2019 | $1,207,000 | +1.9% | 21,149 | -1.0% | 1.34% | -0.4% |
Q1 2019 | $1,184,000 | +17.9% | 21,372 | +2.0% | 1.35% | +5.1% |
Q4 2018 | $1,004,000 | -17.4% | 20,955 | -0.4% | 1.28% | +5.3% |
Q3 2018 | $1,216,000 | +3.2% | 21,029 | -2.0% | 1.22% | -2.9% |
Q2 2018 | $1,178,000 | +10.1% | 21,467 | +6.1% | 1.26% | +2.9% |
Q1 2018 | $1,070,000 | -22.3% | 20,236 | -21.7% | 1.22% | +1.5% |
Q4 2017 | $1,377,000 | +483.5% | 25,845 | +322.2% | 1.20% | +514.3% |
Q1 2014 | $236,000 | -35.9% | 6,122 | -37.7% | 0.20% | -34.4% |
Q4 2013 | $368,000 | – | 9,822 | – | 0.30% | – |
Download |
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% |