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 | $404 | -6.5% | 5,975 | +2.1% | 0.25% | +0.8% |
| Q2 2023 | $432 | +8.5% | 5,854 | -0.2% | 0.24% | -0.8% |
| Q1 2023 | $398 | +2.6% | 5,865 | -0.7% | 0.25% | -1.6% |
| Q4 2022 | $388 | -99.9% | 5,907 | -0.3% | 0.25% | -1.2% |
| Q3 2022 | $359,000 | -3.2% | 5,923 | +0.1% | 0.25% | +2.0% |
| Q2 2022 | $371,000 | -18.1% | 5,919 | -0.8% | 0.25% | -2.7% |
| Q1 2022 | $453,000 | +3.2% | 5,969 | +9.4% | 0.26% | +7.1% |
| Q4 2021 | $439,000 | +11.1% | 5,454 | +5.8% | 0.24% | -0.4% |
| Q3 2021 | $395,000 | +0.5% | 5,156 | +2.6% | 0.24% | +0.8% |
| Q2 2021 | $393,000 | +4.8% | 5,026 | -0.2% | 0.24% | -0.4% |
| Q1 2021 | $375,000 | +10.0% | 5,036 | +0.8% | 0.24% | +1.7% |
| Q4 2020 | $341,000 | -7.6% | 4,998 | -24.9% | 0.24% | +20.5% |
| Q3 2020 | $369,000 | +1.7% | 6,656 | -3.5% | 0.20% | -4.4% |
| Q2 2020 | $363,000 | -26.5% | 6,896 | -41.1% | 0.20% | -38.9% |
| Q1 2020 | $494,000 | -30.1% | 11,711 | -0.3% | 0.33% | -4.3% |
| Q4 2019 | $707,000 | +16.3% | 11,747 | +9.3% | 0.35% | +10.4% |
| Q3 2019 | $608,000 | +1.2% | 10,751 | +2.2% | 0.32% | +1.3% |
| Q2 2019 | $601,000 | +2.7% | 10,520 | -0.3% | 0.31% | +1.0% |
| Q1 2019 | $585,000 | +16.3% | 10,555 | +0.6% | 0.31% | +4.0% |
| Q4 2018 | $503,000 | +58.7% | 10,493 | +91.3% | 0.30% | +89.2% |
| Q3 2018 | $317,000 | +5.0% | 5,486 | -0.2% | 0.16% | +3.3% |
| Q2 2018 | $302,000 | +13.5% | 5,497 | +9.4% | 0.15% | +2.0% |
| Q1 2018 | $266,000 | +1.9% | 5,025 | +2.7% | 0.15% | +9.6% |
| Q4 2017 | $261,000 | +9.2% | 4,894 | +2.4% | 0.14% | +1.5% |
| Q3 2017 | $239,000 | +12.7% | 4,778 | +8.4% | 0.13% | +8.9% |
| Q2 2017 | $212,000 | +3.4% | 4,407 | +1.6% | 0.12% | +1.7% |
| Q1 2017 | $205,000 | – | 4,336 | – | 0.12% | – |
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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% |