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 | $681,335 | -4.7% | 10,067 | 0.0% | 0.16% | +2.5% |
| Q2 2023 | $715,060 | -4.2% | 10,067 | -8.5% | 0.16% | -10.6% |
| Q1 2023 | $746,486 | +3.4% | 11,002 | 0.0% | 0.18% | +1.7% |
| Q4 2022 | $721,841 | +8.4% | 11,002 | 0.0% | 0.18% | +2.3% |
| Q3 2022 | $666,000 | -15.3% | 11,002 | -12.2% | 0.17% | +20.1% |
| Q2 2022 | $786,000 | -17.3% | 12,529 | +0.0% | 0.14% | -11.1% |
| Q1 2022 | $950,000 | +7.0% | 12,528 | +8.1% | 0.16% | +1.2% |
| Q3 2021 | $888,000 | +6.7% | 11,584 | +9.0% | 0.16% | +2.6% |
| Q2 2021 | $832,000 | +9.0% | 10,628 | +3.7% | 0.16% | -1.3% |
| Q1 2021 | $763,000 | +9.2% | 10,246 | 0.0% | 0.16% | +0.6% |
| Q4 2020 | $699,000 | +23.1% | 10,246 | 0.0% | 0.16% | +7.5% |
| Q3 2020 | $568,000 | +5.4% | 10,246 | 0.0% | 0.15% | -28.4% |
| Q2 2020 | $539,000 | +23.3% | 10,246 | -1.2% | 0.20% | +6.2% |
| Q1 2020 | $437,000 | -30.0% | 10,370 | 0.0% | 0.19% | -22.3% |
| Q4 2019 | $624,000 | – | 10,370 | – | 0.25% | – |
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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% |