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 2020 | $8,311,000 | +47.9% | 157,948 | +18.5% | 2.30% | +14.6% |
| Q1 2020 | $5,620,000 | -23.7% | 133,290 | +8.8% | 2.00% | -8.4% |
| Q4 2019 | $7,367,000 | +0.1% | 122,474 | -5.9% | 2.19% | +12.6% |
| Q3 2019 | $7,360,000 | +7.9% | 130,166 | +9.0% | 1.94% | -2.5% |
| Q2 2019 | $6,819,000 | +4.8% | 119,436 | +1.7% | 1.99% | -5.7% |
| Q1 2019 | $6,508,000 | – | 117,495 | – | 2.11% | – |
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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% |