Per Stirling Capital Management, LLC. - SCHWAB STRATEGIC TR ownership

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
Per Stirling Capital Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$729,726
+3.3%
10,782
+8.4%
0.15%
+5.6%
Q2 2023$706,251
+34.1%
9,943
+28.1%
0.14%
+26.3%
Q1 2023$526,516
+2.5%
7,760
-0.9%
0.11%
+22.6%
Q4 2022$513,5297,8270.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
MONEYWISE, INC. 285,100$19,344,04112.51%
Pillar Wealth Advisors, LLC 142,112$9,642,3209.61%
Newton One Investments LLC 210,297$14,268,6268.57%
Mokosak Advisory Group, LLC 291,229$19,761,5088.42%
Legacy Wealth Management, Inc 1,341,183$90,999,2988.14%
Noble Family Wealth, LLC 328,419$22,283,2307.60%
Fragasso Group Inc. 963,205$65,353,4697.44%
HHM Wealth Advisors, LLC 532,677$36,142,1457.38%
Sightline Wealth Advisors, LLC 105,544$7,161,1777.32%
Summit Financial Strategies, Inc. 543,308$36,863,4187.26%
View complete list of SCHWAB STRATEGIC TR shareholders