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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,740,388 | -18.1% | 188,233 | -14.0% | 0.02% | -32.1% |
| Q2 2023 | $15,561,860 | -21.5% | 218,858 | -25.3% | 0.03% | -24.3% |
| Q1 2023 | $19,836,523 | +13.0% | 292,980 | +9.5% | 0.04% | +2.8% |
| Q4 2022 | $17,556,443 | +31.8% | 267,564 | +21.6% | 0.04% | +20.0% |
| Q3 2022 | $13,319,000 | -31.2% | 220,002 | -28.6% | 0.03% | -30.2% |
| Q2 2022 | $19,369,000 | -16.3% | 308,163 | -9.7% | 0.04% | -4.4% |
| Q1 2022 | $23,153,000 | -16.3% | 341,187 | -0.8% | 0.04% | -13.5% |
| Q4 2021 | $27,660,000 | +13.2% | 343,807 | +8.1% | 0.05% | +2.0% |
| Q3 2021 | $24,424,000 | +33.3% | 318,095 | +36.0% | 0.05% | +27.5% |
| Q2 2021 | $18,324,000 | +10.1% | 233,901 | +4.8% | 0.04% | 0.0% |
| Q1 2021 | $16,644,000 | -48.5% | 223,138 | -52.9% | 0.04% | -53.5% |
| Q4 2020 | $32,325,000 | +25.4% | 474,035 | +1.7% | 0.09% | +11.7% |
| Q3 2020 | $25,775,000 | +6.5% | 466,208 | +1.3% | 0.08% | -4.9% |
| Q2 2020 | $24,210,000 | +40.7% | 460,067 | -87.8% | 0.08% | +15.7% |
| Q1 2020 | $17,210,000 | – | 3,781,026 | – | 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% |