SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,667,509 | +29.2% | 22,139 | +16.1% | 0.55% | +15.5% |
| Q3 2023 | $1,290,590 | +2.1% | 19,069 | +7.1% | 0.48% | +4.8% |
| Q2 2023 | $1,264,405 | +11.8% | 17,801 | +6.8% | 0.46% | +7.8% |
| Q1 2023 | $1,130,585 | -2.7% | 16,663 | -6.0% | 0.42% | -10.4% |
| Q4 2022 | $1,162,544 | +26.2% | 17,719 | +16.4% | 0.47% | +11.8% |
| Q3 2022 | $921,000 | +5.5% | 15,219 | +9.3% | 0.42% | +11.6% |
| Q2 2022 | $873,000 | -10.8% | 13,921 | +7.9% | 0.38% | 0.0% |
| Q1 2022 | $979,000 | +24.9% | 12,907 | +32.4% | 0.38% | +30.3% |
| Q4 2021 | $784,000 | +23.9% | 9,746 | +18.1% | 0.29% | +13.7% |
| Q3 2021 | $633,000 | +24.6% | 8,255 | +27.2% | 0.26% | +20.9% |
| Q2 2021 | $508,000 | +17.1% | 6,490 | +11.2% | 0.21% | +9.3% |
| Q1 2021 | $434,000 | +10.7% | 5,835 | +1.5% | 0.19% | +1.6% |
| Q4 2020 | $392,000 | +32.0% | 5,750 | +7.5% | 0.19% | +14.5% |
| Q3 2020 | $297,000 | +3.5% | 5,350 | -1.8% | 0.17% | -4.0% |
| Q2 2020 | $287,000 | -14.6% | 5,450 | -31.7% | 0.17% | -27.3% |
| Q1 2020 | $336,000 | -58.7% | 7,975 | -41.0% | 0.24% | -47.8% |
| Q4 2019 | $813,000 | +72.6% | 13,511 | +62.3% | 0.46% | +53.5% |
| Q3 2019 | $471,000 | +50.5% | 8,325 | +52.1% | 0.30% | +49.2% |
| Q2 2019 | $313,000 | +27.2% | 5,475 | +23.0% | 0.20% | +24.4% |
| Q1 2019 | $246,000 | -31.1% | 4,450 | -40.4% | 0.16% | -34.4% |
| Q4 2018 | $357,000 | -8.9% | 7,465 | +9.9% | 0.24% | +4.3% |
| Q3 2018 | $392,000 | +23.7% | 6,793 | +17.4% | 0.23% | +13.6% |
| Q2 2018 | $317,000 | +41.5% | 5,784 | +36.1% | 0.21% | +34.6% |
| Q1 2018 | $224,000 | -0.9% | 4,250 | 0.0% | 0.15% | +10.9% |
| Q4 2017 | $226,000 | +11.9% | 4,250 | +4.9% | 0.14% | +5.3% |
| Q3 2017 | $202,000 | – | 4,050 | – | 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% |