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 | $385,167 | -4.6% | 5,691 | +0.1% | 0.15% | -2.0% |
| Q2 2023 | $403,878 | +4.5% | 5,686 | -0.2% | 0.15% | +0.7% |
| Q1 2023 | $386,577 | +3.7% | 5,698 | +0.3% | 0.15% | -3.8% |
| Q4 2022 | $372,790 | +6.8% | 5,682 | -1.6% | 0.16% | -0.6% |
| Q3 2022 | $349,000 | -3.9% | 5,776 | -0.4% | 0.16% | +1.9% |
| Q2 2022 | $363,000 | -17.9% | 5,797 | -0.6% | 0.16% | -5.5% |
| Q1 2022 | $442,000 | -4.9% | 5,832 | +0.9% | 0.16% | -1.8% |
| Q4 2021 | $465,000 | +5.4% | 5,781 | +0.5% | 0.17% | -2.3% |
| Q3 2021 | $441,000 | -1.8% | 5,753 | +0.1% | 0.17% | +2.4% |
| Q2 2021 | $449,000 | +5.2% | 5,748 | +0.1% | 0.17% | 0.0% |
| Q1 2021 | $427,000 | +9.2% | 5,744 | +0.0% | 0.17% | +7.7% |
| Q4 2020 | $391,000 | +4.3% | 5,742 | -15.1% | 0.16% | +3.3% |
| Q3 2020 | $375,000 | -15.9% | 6,762 | -20.3% | 0.15% | -22.2% |
| Q2 2020 | $446,000 | -1.8% | 8,487 | -21.2% | 0.19% | -15.3% |
| Q1 2020 | $454,000 | -39.4% | 10,776 | -13.5% | 0.23% | -30.6% |
| Q4 2019 | $749,000 | +5.5% | 12,458 | -0.9% | 0.33% | -0.3% |
| Q3 2019 | $710,000 | -1.0% | 12,574 | +0.1% | 0.33% | +4.1% |
| Q2 2019 | $717,000 | -12.1% | 12,565 | -14.7% | 0.32% | -8.6% |
| Q1 2019 | $816,000 | +19.5% | 14,739 | +3.4% | 0.35% | +2.4% |
| Q4 2018 | $683,000 | +236.5% | 14,249 | +305.0% | 0.34% | +282.0% |
| Q3 2018 | $203,000 | – | 3,518 | – | 0.09% | – |
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% |