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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $170,000 | +4.9% | 2,117 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $162,000 | -1.8% | 2,117 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $165,000 | +5.1% | 2,117 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $157,000 | +6.8% | 2,117 | -2.1% | 0.01% | 0.0% |
| Q4 2020 | $147,000 | +194.0% | 2,162 | +136.3% | 0.01% | +150.0% |
| Q3 2020 | $50,000 | +92.3% | 915 | +83.0% | 0.00% | +100.0% |
| Q2 2020 | $26,000 | +23.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -30.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $30,000 | +7.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | -65.4% | 500 | -65.1% | 0.00% | -71.4% |
| Q2 2019 | $81,000 | +2600.0% | 1,431 | +1564.0% | 0.01% | +600.0% |
| Q2 2016 | $3,000 | – | 86 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |