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 | $4,718 | -4.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,952 | +4.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,730 | +3.4% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,574 | +14.4% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -16.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +20.0% | 70 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | -40.0% |
| Q4 2020 | $5,000 | -99.9% | 69 | +1.5% | 0.01% | +66.7% |
| Q2 2020 | $3,595,000 | +25.2% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,871,000 | -25.3% | 68 | -2.9% | 0.00% | 0.0% |
| Q4 2019 | $3,842,000 | +1.2% | 70 | +4.5% | 0.00% | 0.0% |
| Q3 2019 | $3,798,000 | -0.6% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,822,000 | +3.1% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,708,000 | +9.3% | 67 | -5.6% | 0.00% | 0.0% |
| Q4 2018 | $3,391,000 | -16.5% | 71 | +1.4% | 0.00% | 0.0% |
| Q3 2018 | $4,060,000 | +5.6% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,844,000 | +19.1% | 70 | +14.8% | 0.00% | +50.0% |
| Q1 2018 | $3,227,000 | -0.4% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,241,000 | – | 61 | – | 0.00% | – |
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% |