SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $717,645 | +15.4% | 10,603 | +21.1% | 0.07% | +43.1% |
| Q2 2023 | $621,746 | +15.3% | 8,753 | +10.2% | 0.05% | -7.3% |
| Q1 2023 | $539,132 | -0.8% | 7,945 | -4.1% | 0.06% | +14.6% |
| Q4 2022 | $543,343 | +81.1% | 8,281 | +66.8% | 0.05% | +65.5% |
| Q3 2022 | $300,000 | -8.0% | 4,964 | -2.9% | 0.03% | -3.3% |
| Q2 2022 | $326,000 | -50.5% | 5,114 | -41.0% | 0.03% | -41.2% |
| Q1 2022 | $658,000 | +3.8% | 8,675 | +10.0% | 0.05% | +2.0% |
| Q4 2021 | $634,000 | +10.6% | 7,885 | +5.4% | 0.05% | -3.8% |
| Q3 2021 | $573,000 | -2.1% | 7,481 | +0.1% | 0.05% | -3.7% |
| Q2 2021 | $585,000 | +51.6% | 7,474 | +44.3% | 0.05% | +42.1% |
| Q1 2021 | $386,000 | +89.2% | 5,181 | +73.0% | 0.04% | +65.2% |
| Q4 2020 | $204,000 | -13.6% | 2,995 | -33.1% | 0.02% | -30.3% |
| Q2 2020 | $236,000 | -20.0% | 4,476 | -8.9% | 0.03% | -35.3% |
| Q4 2019 | $295,000 | – | 4,912 | – | 0.05% | – |
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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% |