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 | $8,225,556 | +27.3% | 121,536 | +33.6% | 6.06% | +31.9% |
| Q2 2023 | $6,460,392 | +69.6% | 90,953 | +62.0% | 4.59% | +83.6% |
| Q1 2023 | $3,808,828 | +7.1% | 56,136 | +3.6% | 2.50% | +9.5% |
| Q4 2022 | $3,555,078 | -72.8% | 54,185 | -68.6% | 2.28% | -79.1% |
| Q1 2022 | $13,094,000 | -13.8% | 172,604 | -8.6% | 10.93% | +15.9% |
| Q4 2021 | $15,195,000 | -1.1% | 188,928 | -5.7% | 9.43% | -1.8% |
| Q3 2021 | $15,359,000 | +0.4% | 200,348 | +2.5% | 9.60% | +2.2% |
| Q2 2021 | $15,302,000 | +9.2% | 195,499 | +3.8% | 9.40% | +5.1% |
| Q1 2021 | $14,013,000 | +11.3% | 188,268 | +2.0% | 8.94% | +6.4% |
| Q4 2020 | $12,585,000 | +26.5% | 184,581 | +2.9% | 8.40% | +22.3% |
| Q3 2020 | $9,948,000 | +104.6% | 179,308 | +94.0% | 6.87% | +105.0% |
| Q2 2020 | $4,863,000 | – | 92,418 | -15.2% | 3.35% | – |
| Q1 2020 | $0 | -100.0% | 108,941 | -24.5% | 0.00% | -100.0% |
| Q4 2019 | $8,675,000 | +45.6% | 144,219 | +36.8% | 6.76% | +44.3% |
| Q3 2019 | $5,959,000 | – | 105,391 | – | 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% |