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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $36,938,000 | +12.2% | 496,286 | +2.8% | 11.19% | +0.3% |
| Q4 2020 | $32,914,000 | +5.1% | 482,760 | -14.5% | 11.16% | -6.3% |
| Q3 2020 | $31,313,000 | +6.7% | 564,404 | +1.1% | 11.91% | -3.7% |
| Q2 2020 | $29,351,000 | +72.7% | 558,486 | +37.5% | 12.37% | +19.5% |
| Q1 2020 | $16,992,000 | -10.7% | 406,232 | +28.4% | 10.35% | +15.6% |
| Q4 2019 | $19,033,000 | – | 316,434 | – | 8.96% | – |
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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% |