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 | $1,189,761 | -4.3% | 17,579 | +0.4% | 0.29% | -11.3% |
| Q2 2023 | $1,243,854 | +5.1% | 17,512 | +0.4% | 0.33% | +16.0% |
| Q1 2023 | $1,183,119 | +113008.9% | 17,437 | +0.9% | 0.28% | -6.6% |
| Q4 2022 | $1,046 | -99.9% | 17,288 | 0.0% | 0.30% | 0.0% |
| Q3 2022 | $1,046,000 | -99.9% | 17,288 | +0.5% | 0.30% | -1.3% |
| Q2 2022 | $1,079,515,000 | -16.9% | 17,209 | +0.4% | 0.30% | -4.7% |
| Q1 2022 | $1,299,624,000 | +94555.8% | 17,132 | +0.3% | 0.32% | -0.3% |
| Q4 2021 | $1,373,000 | +5.3% | 17,073 | +0.3% | 0.32% | -5.9% |
| Q3 2021 | $1,304,000 | -1.7% | 17,016 | +0.4% | 0.34% | -1.7% |
| Q2 2021 | $1,327,000 | +5.4% | 16,955 | +0.3% | 0.35% | -2.8% |
| Q1 2021 | $1,259,000 | – | 16,912 | – | 0.36% | – |
Download | ||||||
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% |