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 | $13,229,650 | -6.4% | 195,474 | -1.7% | 2.91% | -3.0% |
| Q2 2023 | $14,130,325 | +4.4% | 198,935 | -0.3% | 3.00% | -0.6% |
| Q1 2023 | $13,533,222 | +3.1% | 199,458 | -0.3% | 3.02% | -2.1% |
| Q4 2022 | $13,124,144 | +8.8% | 200,033 | +0.4% | 3.08% | +2.4% |
| Q3 2022 | $12,059,000 | -3.4% | 199,225 | +0.1% | 3.01% | +0.5% |
| Q2 2022 | $12,486,000 | -18.3% | 199,043 | -1.2% | 3.00% | -6.3% |
| Q1 2022 | $15,283,000 | -5.0% | 201,465 | +0.8% | 3.20% | +1.1% |
| Q4 2021 | $16,083,000 | +2.8% | 199,960 | -2.0% | 3.16% | -1.6% |
| Q3 2021 | $15,643,000 | +6.9% | 204,058 | +9.1% | 3.21% | +6.1% |
| Q2 2021 | $14,634,000 | +18.3% | 186,962 | +12.5% | 3.03% | +13.0% |
| Q1 2021 | $12,371,000 | +17.8% | 166,204 | +7.9% | 2.68% | +4.9% |
| Q4 2020 | $10,505,000 | +22.0% | 154,082 | -0.8% | 2.55% | +1.5% |
| Q3 2020 | $8,614,000 | +3.0% | 155,258 | -2.3% | 2.52% | -4.8% |
| Q2 2020 | $8,364,000 | +25.5% | 158,950 | +0.5% | 2.64% | +5.1% |
| Q1 2020 | $6,665,000 | -27.9% | 158,099 | +2.9% | 2.51% | -10.1% |
| Q4 2019 | $9,244,000 | +9.5% | 153,685 | +2.9% | 2.80% | -3.4% |
| Q3 2019 | $8,443,000 | +12.8% | 149,331 | +13.9% | 2.90% | +8.9% |
| Q2 2019 | $7,485,000 | +4.7% | 131,110 | +1.6% | 2.66% | +2.5% |
| Q1 2019 | $7,150,000 | +18.3% | 129,077 | +2.4% | 2.59% | +4.5% |
| Q4 2018 | $6,044,000 | -12.8% | 126,094 | +5.3% | 2.48% | +5.8% |
| Q3 2018 | $6,928,000 | +7.0% | 119,784 | +1.5% | 2.34% | +3.7% |
| Q2 2018 | $6,475,000 | +4.4% | 117,959 | +0.6% | 2.26% | +1.8% |
| Q1 2018 | $6,203,000 | +8.6% | 117,310 | +9.4% | 2.22% | +8.0% |
| Q4 2017 | $5,714,000 | +10.2% | 107,261 | +3.7% | 2.06% | +5.9% |
| Q3 2017 | $5,185,000 | +13.0% | 103,471 | +8.6% | 1.94% | +9.6% |
| Q2 2017 | $4,587,000 | +23.5% | 95,248 | +21.4% | 1.77% | +20.6% |
| Q1 2017 | $3,715,000 | +25.1% | 78,490 | +19.4% | 1.47% | +20.6% |
| Q4 2016 | $2,969,000 | +51.6% | 65,761 | +46.2% | 1.22% | +49.8% |
| Q3 2016 | $1,958,000 | +29.2% | 44,983 | +24.8% | 0.81% | +23.9% |
| Q2 2016 | $1,515,000 | +29.5% | 36,058 | +25.1% | 0.66% | +26.6% |
| Q1 2016 | $1,170,000 | +7.0% | 28,823 | +5.6% | 0.52% | +4.6% |
| Q4 2015 | $1,093,000 | +90.8% | 27,288 | +85.3% | 0.50% | +85.1% |
| Q3 2015 | $573,000 | +103.9% | 14,726 | +123.6% | 0.27% | +111.0% |
| Q2 2015 | $281,000 | – | 6,587 | – | 0.13% | – |
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% |