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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2 | -100.0% | 800 | +167.6% | 0.00% | – |
| Q3 2022 | $5,000 | -80.0% | 299 | -25.1% | 0.00% | -100.0% |
| Q2 2022 | $25,000 | +733.3% | 399 | -43.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 700 | +40.0% | 0.00% | – |
| Q4 2021 | $3,000 | -92.5% | 500 | -58.3% | 0.00% | -100.0% |
| Q3 2021 | $40,000 | -4.8% | 1,199 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | +425.0% | 1,199 | -0.1% | 0.00% | – |
| Q1 2021 | $8,000 | -61.9% | 1,200 | -19.9% | 0.00% | -100.0% |
| Q4 2020 | $21,000 | -46.2% | 1,499 | -28.6% | 0.00% | -50.0% |
| Q3 2020 | $39,000 | +8.3% | 2,099 | -47.5% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +620.0% | 3,999 | +37.9% | 0.00% | – |
| Q1 2020 | $5,000 | -50.0% | 2,899 | -0.0% | 0.00% | -100.0% |
| Q4 2019 | $10,000 | +900.0% | 2,900 | +38.1% | 0.00% | – |
| Q3 2019 | $1,000 | -75.0% | 2,100 | -63.2% | 0.00% | – |
| Q2 2019 | $4,000 | -71.4% | 5,700 | -29.6% | 0.00% | -100.0% |
| Q1 2019 | $14,000 | -53.3% | 8,100 | +189.4% | 0.00% | -66.7% |
| Q4 2018 | $30,000 | +650.0% | 2,799 | +12.0% | 0.00% | – |
| Q3 2018 | $4,000 | -33.3% | 2,500 | +177.8% | 0.00% | – |
| Q2 2018 | $6,000 | -80.0% | 900 | +50.0% | 0.00% | -100.0% |
| Q3 2017 | $30,000 | -30.2% | 600 | -33.3% | 0.00% | -50.0% |
| Q2 2017 | $43,000 | +19.4% | 900 | -16.5% | 0.00% | +100.0% |
| Q1 2017 | $36,000 | +100.0% | 1,078 | +10.2% | 0.00% | 0.0% |
| Q4 2016 | $18,000 | +12.5% | 978 | +158.7% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | -88.1% | 378 | -88.2% | 0.00% | -85.7% |
| Q2 2016 | $135,000 | -21.1% | 3,215 | -23.7% | 0.01% | -36.4% |
| Q1 2016 | $171,000 | +33.6% | 4,215 | +31.1% | 0.01% | +57.1% |
| Q4 2015 | $128,000 | – | 3,215 | – | 0.01% | – |
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% |