SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447 | -5.7% | 6,612 | -0.9% | 0.50% | -8.2% |
| Q2 2023 | $474 | +16.5% | 6,675 | +11.2% | 0.54% | +24.2% |
| Q1 2023 | $407 | +3.6% | 6,001 | +0.3% | 0.43% | -3.3% |
| Q4 2022 | $393 | -100.0% | 5,983 | -95.4% | 0.45% | -87.6% |
| Q3 2022 | $7,834,000 | -49.9% | 129,424 | -48.0% | 3.62% | +0.9% |
| Q2 2022 | $15,622,000 | +68.1% | 249,048 | +103.3% | 3.59% | -6.2% |
| Q1 2022 | $9,295,000 | -1.9% | 122,531 | +4.0% | 3.83% | -6.9% |
| Q4 2021 | $9,474,000 | +8.5% | 117,796 | +3.4% | 4.11% | +15.9% |
| Q3 2021 | $8,733,000 | +1.8% | 113,912 | +3.9% | 3.54% | +3.1% |
| Q2 2021 | $8,580,000 | +12.2% | 109,616 | +6.7% | 3.44% | +8.4% |
| Q1 2021 | $7,644,000 | +26.9% | 102,696 | +16.2% | 3.17% | +24.4% |
| Q4 2020 | $6,025,000 | +27.3% | 88,374 | +3.6% | 2.55% | +25.9% |
| Q3 2020 | $4,733,000 | +8.8% | 85,310 | +3.1% | 2.03% | +1.2% |
| Q2 2020 | $4,352,000 | -27.6% | 82,708 | -42.0% | 2.00% | -5.4% |
| Q1 2020 | $6,012,000 | +12.1% | 142,606 | +59.9% | 2.12% | +11.5% |
| Q4 2019 | $5,363,000 | – | 89,159 | – | 1.90% | – |
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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% |