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 | $2,204 | -16.0% | 32,560 | -15.8% | 0.92% | -22.6% |
| Q1 2023 | $2,623 | +28.7% | 38,652 | +24.4% | 1.18% | +38.9% |
| Q4 2022 | $2,038 | -99.9% | 31,064 | -1.9% | 0.85% | -5.4% |
| Q3 2022 | $1,917,000 | +1.4% | 31,678 | +5.1% | 0.90% | +7.4% |
| Q2 2022 | $1,891,000 | -17.5% | 30,148 | -0.2% | 0.84% | -11.5% |
| Q1 2022 | $2,291,000 | -19.5% | 30,204 | -14.6% | 0.95% | -7.1% |
| Q4 2021 | $2,845,000 | +27.4% | 35,367 | +21.4% | 1.02% | +7.8% |
| Q3 2021 | $2,233,000 | +5.5% | 29,122 | +7.7% | 0.95% | -15.8% |
| Q2 2021 | $2,116,000 | +2.8% | 27,033 | -2.2% | 1.12% | +15.1% |
| Q1 2021 | $2,058,000 | +4.3% | 27,654 | -4.5% | 0.98% | -4.7% |
| Q4 2020 | $1,974,000 | +14.6% | 28,950 | -6.8% | 1.02% | +5.3% |
| Q3 2020 | $1,722,000 | +5.4% | 31,047 | -0.0% | 0.97% | -0.6% |
| Q2 2020 | $1,634,000 | +29.1% | 31,051 | +3.4% | 0.98% | +10.4% |
| Q1 2020 | $1,266,000 | -25.3% | 30,029 | +6.6% | 0.89% | -21.5% |
| Q4 2019 | $1,695,000 | – | 28,176 | – | 1.13% | – |
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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% |