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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $893,000 | +4.3% | 11,107 | -0.6% | 0.33% | -6.2% |
Q3 2021 | $856,000 | +1.9% | 11,172 | +4.1% | 0.36% | +3.2% |
Q2 2021 | $840,000 | +7.8% | 10,736 | +2.6% | 0.34% | +0.9% |
Q1 2021 | $779,000 | +7.2% | 10,460 | -1.9% | 0.34% | +2.1% |
Q4 2020 | $727,000 | +36.4% | 10,660 | +11.0% | 0.34% | +19.6% |
Q3 2020 | $533,000 | +26.0% | 9,601 | +19.4% | 0.28% | +13.4% |
Q2 2020 | $423,000 | +25.5% | 8,038 | +0.5% | 0.25% | +2.1% |
Q1 2020 | $337,000 | -14.7% | 7,998 | +21.7% | 0.24% | +5.7% |
Q4 2019 | $395,000 | +2.6% | 6,572 | -3.4% | 0.23% | -5.8% |
Q3 2019 | $385,000 | +7.8% | 6,804 | +8.9% | 0.24% | +6.6% |
Q2 2019 | $357,000 | +9.5% | 6,246 | +6.1% | 0.23% | +4.6% |
Q1 2019 | $326,000 | +20.7% | 5,886 | +4.6% | 0.22% | +4.8% |
Q4 2018 | $270,000 | -13.7% | 5,629 | +4.0% | 0.21% | -3.7% |
Q3 2018 | $313,000 | +18.6% | 5,415 | +12.8% | 0.22% | +11.9% |
Q2 2018 | $264,000 | +0.8% | 4,802 | -3.0% | 0.19% | -5.4% |
Q1 2018 | $262,000 | -63.2% | 4,951 | -63.0% | 0.20% | +14.0% |
Q4 2017 | $712,000 | +215.0% | 13,368 | +196.6% | 0.18% | -3.2% |
Q3 2017 | $226,000 | – | 4,507 | – | 0.18% | – |
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% |