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 | $3,200 | -37.1% | 47,286 | -36.9% | 1.92% | -53.0% |
| Q1 2023 | $5,085 | -8.8% | 74,944 | -11.8% | 4.10% | +5.2% |
| Q4 2022 | $5,575 | -99.9% | 84,978 | +12.5% | 3.90% | -3.3% |
| Q3 2022 | $4,571,000 | -13.5% | 75,520 | -10.4% | 4.03% | +8.9% |
| Q2 2022 | $5,286,000 | -16.2% | 84,259 | +1.3% | 3.70% | -14.5% |
| Q1 2022 | $6,309,000 | -3.4% | 83,161 | +2.4% | 4.33% | -0.6% |
| Q4 2021 | $6,531,000 | +3.3% | 81,198 | +0.5% | 4.35% | -24.5% |
| Q2 2021 | $6,324,000 | +5.7% | 80,794 | +0.5% | 5.77% | +25.1% |
| Q1 2021 | $5,985,000 | +0.3% | 80,410 | -8.1% | 4.61% | -1.6% |
| Q4 2020 | $5,968,000 | – | 87,527 | – | 4.68% | – |
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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% |