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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,545,754 | -4.7% | 22,839 | +0.0% | 0.99% | -2.0% |
| Q2 2023 | $1,622,175 | +4.7% | 22,838 | +0.0% | 1.01% | +5.3% |
| Q1 2023 | $1,549,082 | +1.5% | 22,831 | -1.8% | 0.96% | +0.5% |
| Q4 2022 | $1,525,446 | +10.1% | 23,250 | +1.5% | 0.96% | -0.7% |
| Q3 2022 | $1,386,000 | -0.4% | 22,902 | +3.2% | 0.96% | +6.9% |
| Q2 2022 | $1,392,000 | -14.7% | 22,185 | +3.1% | 0.90% | +3.0% |
| Q1 2022 | $1,632,000 | -3.1% | 21,519 | +2.8% | 0.88% | -2.3% |
| Q4 2021 | $1,684,000 | +14.2% | 20,943 | +8.8% | 0.90% | +5.0% |
| Q3 2021 | $1,475,000 | +6.4% | 19,245 | +8.7% | 0.85% | +10.3% |
| Q2 2021 | $1,386,000 | +26.8% | 17,711 | +20.6% | 0.77% | +21.5% |
| Q1 2021 | $1,093,000 | +79.5% | 14,685 | +64.4% | 0.64% | +56.9% |
| Q4 2020 | $609,000 | +24.5% | 8,930 | +1.4% | 0.41% | +13.4% |
| Q3 2020 | $489,000 | +1.2% | 8,811 | -4.1% | 0.36% | +0.6% |
| Q2 2020 | $483,000 | +26.4% | 9,188 | +1.3% | 0.36% | +5.3% |
| Q1 2020 | $382,000 | -21.1% | 9,067 | +12.7% | 0.34% | +5.0% |
| Q4 2019 | $484,000 | +17.8% | 8,048 | +10.6% | 0.32% | +10.7% |
| Q3 2019 | $411,000 | -4.4% | 7,274 | -3.5% | 0.29% | -4.9% |
| Q2 2019 | $430,000 | +6.4% | 7,539 | +3.5% | 0.31% | +10.1% |
| Q1 2019 | $404,000 | +16.4% | 7,286 | +0.5% | 0.28% | +4.9% |
| Q4 2018 | $347,000 | -17.2% | 7,247 | +0.1% | 0.26% | -10.5% |
| Q3 2018 | $419,000 | -16.2% | 7,238 | -20.5% | 0.30% | -20.9% |
| Q2 2018 | $500,000 | +5.9% | 9,105 | +2.1% | 0.37% | +1.9% |
| Q1 2018 | $472,000 | +5.4% | 8,919 | +6.1% | 0.37% | +10.2% |
| Q4 2017 | $448,000 | – | 8,408 | – | 0.33% | – |
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% |