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 | $20,708,197 | -8.4% | 305,972 | -3.8% | 4.80% | -6.8% |
| Q2 2023 | $22,599,658 | +8.1% | 318,171 | +3.3% | 5.15% | +3.2% |
| Q1 2023 | $20,907,775 | +12.2% | 308,147 | +8.5% | 4.99% | -12.1% |
| Q4 2022 | $18,632,807 | +16.7% | 283,993 | +7.7% | 5.68% | +5.4% |
| Q3 2022 | $15,960,000 | -0.5% | 263,672 | +3.1% | 5.39% | +0.5% |
| Q2 2022 | $16,039,000 | -22.4% | 255,677 | -6.1% | 5.36% | -16.4% |
| Q1 2022 | $20,663,000 | -3.4% | 272,387 | +2.4% | 6.41% | -3.8% |
| Q4 2021 | $21,398,000 | +9.7% | 266,051 | +4.6% | 6.66% | -1.0% |
| Q3 2021 | $19,499,000 | +6.1% | 254,351 | +8.3% | 6.73% | -2.6% |
| Q2 2021 | $18,374,000 | +9.3% | 234,754 | +4.0% | 6.90% | -0.9% |
| Q1 2021 | $16,804,000 | +14.8% | 225,775 | +5.2% | 6.97% | +4.3% |
| Q4 2020 | $14,632,000 | +23.6% | 214,614 | +0.6% | 6.68% | +4.7% |
| Q3 2020 | $11,836,000 | +14.1% | 213,347 | +8.2% | 6.38% | +0.8% |
| Q2 2020 | $10,376,000 | +32.6% | 197,193 | +6.2% | 6.33% | +8.4% |
| Q1 2020 | $7,826,000 | -23.8% | 185,634 | +8.7% | 5.84% | -20.8% |
| Q4 2019 | $10,274,000 | +13.4% | 170,800 | +6.6% | 7.37% | +2.8% |
| Q3 2019 | $9,060,000 | +9.6% | 160,233 | +10.7% | 7.17% | +1.2% |
| Q2 2019 | $8,265,000 | +8.0% | 144,764 | +4.8% | 7.09% | +0.8% |
| Q1 2019 | $7,650,000 | +25.4% | 138,108 | +8.5% | 7.03% | +8.8% |
| Q4 2018 | $6,102,000 | – | 127,315 | – | 6.46% | – |
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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% |