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 | $756,819 | +91.9% | 11,182 | +101.4% | 0.02% | +92.3% |
| Q2 2023 | $394,348 | -1.2% | 5,551 | -5.6% | 0.01% | 0.0% |
| Q1 2023 | $399,192 | -25.8% | 5,883 | -28.2% | 0.01% | -43.5% |
| Q4 2022 | $537,679 | +8.8% | 8,195 | +0.5% | 0.02% | 0.0% |
| Q3 2022 | $494,000 | -3.3% | 8,156 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $511,000 | -18.1% | 8,142 | +0.4% | 0.02% | -8.0% |
| Q1 2022 | $624,000 | -10.3% | 8,107 | -6.3% | 0.02% | -3.8% |
| Q4 2021 | $696,000 | +5.3% | 8,653 | +0.3% | 0.03% | -3.7% |
| Q3 2021 | $661,000 | -1.8% | 8,625 | +0.3% | 0.03% | -6.9% |
| Q2 2021 | $673,000 | +7.0% | 8,601 | +1.8% | 0.03% | -3.3% |
| Q1 2021 | $629,000 | -2.6% | 8,451 | -10.8% | 0.03% | -14.3% |
| Q4 2020 | $646,000 | +23.3% | 9,475 | +0.4% | 0.04% | +9.4% |
| Q3 2020 | $524,000 | -12.7% | 9,437 | -17.2% | 0.03% | -17.9% |
| Q2 2020 | $600,000 | +25.3% | 11,403 | +0.3% | 0.04% | 0.0% |
| Q1 2020 | $479,000 | -33.0% | 11,367 | -4.3% | 0.04% | -27.8% |
| Q4 2019 | $715,000 | +7.0% | 11,880 | +0.6% | 0.05% | -5.3% |
| Q3 2019 | $668,000 | +63.3% | 11,810 | +64.6% | 0.06% | +42.5% |
| Q2 2019 | $409,000 | +851.2% | 7,173 | +826.7% | 0.04% | +700.0% |
| Q1 2019 | $43,000 | +48.3% | 774 | +24.6% | 0.01% | +25.0% |
| Q4 2018 | $29,000 | -23.7% | 621 | -6.3% | 0.00% | -20.0% |
| Q3 2018 | $38,000 | +35.7% | 663 | +26.3% | 0.01% | +25.0% |
| Q2 2018 | $28,000 | +180.0% | 525 | +183.8% | 0.00% | +100.0% |
| Q1 2018 | $10,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 185 | +0.5% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | -43.8% | 184 | -44.9% | 0.00% | -33.3% |
| Q2 2017 | $16,000 | – | 334 | – | 0.00% | – |
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% |