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 | $63,484 | +92.4% | 938 | +71.8% | 0.02% | +70.0% |
| Q3 2022 | $33,000 | -2.9% | 546 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $34,000 | -39.3% | 546 | -25.5% | 0.01% | -28.6% |
| Q1 2022 | $56,000 | -57.9% | 733 | -55.7% | 0.01% | -62.2% |
| Q4 2021 | $133,000 | -10.7% | 1,654 | -14.9% | 0.04% | -19.6% |
| Q3 2021 | $149,000 | +119.1% | 1,944 | +20.4% | 0.05% | +12.2% |
| Q1 2020 | $68,000 | – | 1,615 | – | 0.04% | – |
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% |