SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,332 | -6.9% | 256,092 | -2.2% | 2.11% | +26.0% |
| Q2 2023 | $18,607 | +8.8% | 261,955 | +3.9% | 1.68% | -21.8% |
| Q1 2023 | $17,104 | +6.6% | 252,079 | +3.1% | 2.14% | -4.0% |
| Q4 2022 | $16,046 | -99.9% | 244,562 | +0.4% | 2.23% | +4.7% |
| Q3 2022 | $14,750,000 | +2.7% | 243,686 | +6.5% | 2.13% | +6.1% |
| Q2 2022 | $14,356,000 | -14.7% | 228,862 | +3.1% | 2.01% | -1.9% |
| Q1 2022 | $16,835,000 | -5.2% | 221,916 | +0.6% | 2.05% | +0.9% |
| Q4 2021 | $17,750,000 | +10.5% | 220,694 | +5.4% | 2.03% | -5.6% |
| Q3 2021 | $16,057,000 | +0.5% | 209,461 | +2.6% | 2.15% | -0.6% |
| Q2 2021 | $15,981,000 | -8.3% | 204,180 | -12.8% | 2.16% | -9.6% |
| Q1 2021 | $17,434,000 | +12.0% | 234,232 | +2.6% | 2.39% | +5.4% |
| Q4 2020 | $15,564,000 | +25.2% | 228,277 | +1.9% | 2.27% | +11.7% |
| Q3 2020 | $12,433,000 | +8.4% | 224,097 | +2.8% | 2.03% | +1.8% |
| Q2 2020 | $11,468,000 | +37.3% | 217,944 | +10.0% | 2.00% | +9.7% |
| Q1 2020 | $8,350,000 | -48.9% | 198,048 | -27.1% | 1.82% | -44.6% |
| Q4 2019 | $16,352,000 | +12.6% | 271,852 | +5.8% | 3.28% | +1.8% |
| Q3 2019 | $14,525,000 | +6.0% | 256,896 | +7.0% | 3.23% | -1.8% |
| Q2 2019 | $13,700,000 | +11.4% | 239,979 | +8.1% | 3.29% | +0.6% |
| Q1 2019 | $12,296,000 | +24.9% | 221,987 | +8.0% | 3.27% | +7.6% |
| Q4 2018 | $9,848,000 | – | 205,467 | – | 3.04% | – |
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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% |