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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $214,000 | -0.5% | 2,657 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $215,000 | +4.4% | 2,657 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $206,000 | +1.0% | 2,657 | +0.8% | 0.12% | -1.7% |
| Q1 2021 | $204,000 | -19.7% | 2,637 | -51.5% | 0.12% | -41.5% |
| Q1 2020 | $254,000 | -31.4% | 5,432 | -11.8% | 0.20% | -22.9% |
| Q4 2019 | $370,000 | +6.9% | 6,157 | 0.0% | 0.27% | -5.7% |
| Q3 2019 | $346,000 | -1.7% | 6,157 | 0.0% | 0.28% | -5.4% |
| Q2 2019 | $352,000 | +1.4% | 6,157 | -1.6% | 0.30% | -1.7% |
| Q1 2019 | $347,000 | +15.7% | 6,257 | 0.0% | 0.30% | -3.5% |
| Q4 2018 | $300,000 | – | 6,257 | – | 0.31% | – |
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% |