SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,661,871 | -44.7% | 246,187 | -48.5% | 0.75% | +13.1% |
| Q2 2023 | $30,147,302 | +132.2% | 478,378 | +102.7% | 0.66% | +17.2% |
| Q1 2023 | $12,985,280 | +99366.0% | 236,052 | +0.6% | 0.56% | +61.9% |
| Q4 2022 | $13,055 | -99.9% | 234,719 | +5.7% | 0.35% | +8.0% |
| Q3 2022 | $12,378,000 | +9.0% | 222,086 | +9.3% | 0.32% | -9.5% |
| Q2 2022 | $11,352,000 | -47.5% | 203,275 | -47.5% | 0.36% | +32.2% |
| Q1 2022 | $21,628,000 | +53.8% | 386,863 | +122.5% | 0.27% | -1.8% |
| Q4 2021 | $14,064,000 | +7.9% | 173,853 | +3.2% | 0.28% | +5.4% |
| Q3 2021 | $13,036,000 | +3.8% | 168,409 | +4.9% | 0.26% | +0.4% |
| Q2 2021 | $12,563,000 | +10.1% | 160,524 | +4.4% | 0.26% | +17.1% |
| Q1 2021 | $11,408,000 | +3.6% | 153,755 | -5.2% | 0.22% | -50.2% |
| Q4 2020 | $11,015,000 | +23.4% | 162,181 | +0.4% | 0.45% | -16.3% |
| Q3 2020 | $8,928,000 | +6.4% | 161,504 | +0.1% | 0.53% | -19.8% |
| Q2 2020 | $8,389,000 | -2.7% | 161,419 | -19.1% | 0.66% | -23.6% |
| Q1 2020 | $8,624,000 | -27.4% | 199,441 | +0.9% | 0.87% | -2.6% |
| Q4 2019 | $11,877,000 | +18.1% | 197,617 | +10.5% | 0.89% | +32.5% |
| Q3 2019 | $10,058,000 | +6108.6% | 178,764 | +6041.0% | 0.67% | +2963.6% |
| Q1 2019 | $162,000 | -96.2% | 2,911 | -96.7% | 0.02% | -91.5% |
| Q4 2018 | $4,244,000 | -28.2% | 89,437 | -12.5% | 0.26% | +7.5% |
| Q3 2018 | $5,909,000 | +31.8% | 102,156 | +25.0% | 0.24% | +27.5% |
| Q2 2018 | $4,485,000 | +50.1% | 81,704 | +45.6% | 0.19% | +40.0% |
| Q1 2018 | $2,989,000 | 0.0% | 56,107 | 0.0% | 0.14% | 0.0% |
| Q4 2017 | $2,989,000 | +21.3% | 56,107 | +14.0% | 0.14% | +37.8% |
| Q3 2017 | $2,465,000 | +5.9% | 49,198 | +1.8% | 0.10% | -1.0% |
| Q2 2017 | $2,327,000 | +13.9% | 48,314 | +11.9% | 0.10% | +11.2% |
| Q1 2017 | $2,043,000 | +22.8% | 43,167 | +17.1% | 0.09% | +11.2% |
| Q4 2016 | $1,664,000 | +30.6% | 36,853 | +25.9% | 0.08% | +21.2% |
| Q3 2016 | $1,274,000 | +5.1% | 29,271 | +1.5% | 0.07% | -2.9% |
| Q2 2016 | $1,212,000 | +648.1% | 28,841 | +890.8% | 0.07% | +209.1% |
| Q1 2016 | $162,000 | -84.0% | 2,911 | -88.5% | 0.02% | -67.6% |
| Q4 2015 | $1,014,000 | – | 25,295 | – | 0.07% | – |
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% |