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 | $688,983 | -4.9% | 10,180 | -0.2% | 0.19% | 0.0% |
| Q2 2023 | $724,862 | +1.8% | 10,205 | -2.8% | 0.19% | -5.4% |
| Q1 2023 | $712,086 | +3.3% | 10,495 | -0.1% | 0.20% | +2.5% |
| Q4 2022 | $689,233 | +4.1% | 10,505 | -4.0% | 0.20% | 0.0% |
| Q3 2022 | $662,000 | -3.6% | 10,941 | -0.2% | 0.20% | +2.1% |
| Q2 2022 | $687,000 | -18.1% | 10,961 | -0.9% | 0.20% | 0.0% |
| Q1 2022 | $839,000 | -5.6% | 11,061 | 0.0% | 0.20% | -13.7% |
| Q4 2021 | $889,000 | +4.0% | 11,061 | -0.9% | 0.23% | -4.2% |
| Q3 2021 | $855,000 | -2.1% | 11,161 | 0.0% | 0.24% | -6.7% |
| Q2 2021 | $873,000 | +5.2% | 11,161 | 0.0% | 0.25% | +1.2% |
| Q1 2021 | $830,000 | +7.7% | 11,161 | -1.3% | 0.25% | -11.7% |
| Q4 2020 | $771,000 | +21.4% | 11,311 | -1.2% | 0.28% | +5.2% |
| Q3 2020 | $635,000 | +5.5% | 11,453 | 0.0% | 0.27% | +3.9% |
| Q2 2020 | $602,000 | -49.4% | 11,453 | -59.4% | 0.26% | -57.2% |
| Q1 2020 | $1,189,000 | -40.7% | 28,219 | -15.3% | 0.60% | -21.5% |
| Q4 2019 | $2,004,000 | +4.3% | 33,328 | -2.0% | 0.77% | -2.5% |
| Q3 2019 | $1,922,000 | -7.9% | 34,001 | -7.0% | 0.79% | -7.2% |
| Q2 2019 | $2,086,000 | -2.9% | 36,552 | -5.8% | 0.85% | -7.3% |
| Q1 2019 | $2,149,000 | +14.3% | 38,800 | -1.1% | 0.92% | +2.2% |
| Q4 2018 | $1,880,000 | -30.6% | 39,239 | -16.2% | 0.90% | -22.4% |
| Q3 2018 | $2,709,000 | -57.2% | 46,851 | -59.4% | 1.16% | -56.7% |
| Q2 2018 | $6,328,000 | -25.5% | 115,287 | -28.3% | 2.67% | -22.9% |
| Q1 2018 | $8,497,000 | -5.9% | 160,698 | -5.2% | 3.47% | -5.2% |
| Q4 2017 | $9,034,000 | -0.9% | 169,594 | -6.8% | 3.66% | -3.6% |
| Q3 2017 | $9,117,000 | -1.4% | 181,958 | -5.2% | 3.80% | +1.7% |
| Q2 2017 | $9,247,000 | +0.5% | 192,015 | -1.3% | 3.73% | -6.2% |
| Q1 2017 | $9,203,000 | +1.7% | 194,455 | -3.0% | 3.98% | -12.1% |
| Q4 2016 | $9,049,000 | +4.3% | 200,422 | +0.6% | 4.52% | -1.1% |
| Q3 2016 | $8,672,000 | +18.9% | 199,265 | +14.7% | 4.57% | +55.3% |
| Q2 2016 | $7,295,000 | +61.4% | 173,659 | +55.9% | 2.94% | +0.2% |
| Q1 2016 | $4,521,000 | -1.3% | 111,382 | -2.5% | 2.94% | +57.6% |
| Q4 2015 | $4,579,000 | +1.6% | 114,292 | -1.3% | 1.86% | -5.7% |
| Q3 2015 | $4,508,000 | -6.2% | 115,833 | +2.8% | 1.98% | -26.8% |
| Q2 2015 | $4,805,000 | – | 112,682 | – | 2.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |