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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19,477 | +4.9% | 274 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,564 | -8.2% | 274 | -11.0% | 0.00% | -33.3% |
| Q4 2022 | $20,214 | -8.1% | 308 | -13.7% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | 0.0% | 357 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -18.5% | 357 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $27,000 | -6.9% | 356 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $29,000 | +7.4% | 355 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | +107.7% | 354 | +113.3% | 0.00% | +200.0% |
| Q2 2021 | $13,000 | +8.3% | 166 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | -53.8% | 166 | -55.9% | 0.00% | -75.0% |
| Q4 2020 | $26,000 | +23.8% | 376 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $21,000 | +5.0% | 376 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $20,000 | +25.0% | 376 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $16,000 | -30.4% | 376 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $23,000 | +9.5% | 376 | 0.0% | 0.01% | +20.0% |
| Q3 2019 | $21,000 | 0.0% | 376 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $21,000 | 0.0% | 376 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $21,000 | -69.1% | 376 | -73.6% | 0.01% | -73.9% |
| Q4 2018 | $68,000 | -28.4% | 1,426 | -13.6% | 0.02% | -25.8% |
| Q3 2018 | $95,000 | +4.4% | 1,650 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $91,000 | – | 1,650 | – | 0.03% | – |
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% |