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 | $1,210,015 | +1.9% | 17,878 | +7.0% | 0.32% | +12.1% |
| Q2 2023 | $1,187,169 | +4.9% | 16,714 | +0.2% | 0.28% | -3.1% |
| Q1 2023 | $1,131,849 | +5.7% | 16,682 | +2.2% | 0.29% | -3.6% |
| Q4 2022 | $1,071,189 | +12.7% | 16,327 | +4.0% | 0.30% | -1.0% |
| Q3 2022 | $950,475 | -3.5% | 15,703 | +0.0% | 0.30% | -1.0% |
| Q2 2022 | $985,000 | -19.5% | 15,699 | -2.6% | 0.31% | -2.8% |
| Q1 2022 | $1,223,000 | +34.4% | 16,120 | +42.5% | 0.32% | +36.1% |
| Q4 2021 | $910,000 | +7.8% | 11,316 | +2.7% | 0.23% | -7.9% |
| Q3 2021 | $844,000 | +2.8% | 11,014 | +5.0% | 0.25% | +6.8% |
| Q2 2021 | $821,000 | +298.5% | 10,492 | +279.9% | 0.24% | +233.8% |
| Q1 2021 | $206,000 | +2.5% | 2,762 | -17.5% | 0.07% | -16.5% |
| Q4 2019 | $201,000 | -7.8% | 3,348 | -13.1% | 0.08% | -11.5% |
| Q3 2019 | $218,000 | – | 3,851 | – | 0.10% | – |
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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% |