SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,102,542 | -2.7% | 45,841 | +2.1% | 2.04% | -1.7% |
| Q2 2023 | $3,189,543 | +7.8% | 44,904 | +2.9% | 2.07% | +13.0% |
| Q1 2023 | $2,959,857 | +6.6% | 43,624 | +3.1% | 1.83% | +0.4% |
| Q4 2022 | $2,776,251 | +11.5% | 42,314 | +2.9% | 1.83% | +3.1% |
| Q3 2022 | $2,490,000 | +0.6% | 41,130 | +4.3% | 1.77% | -6.6% |
| Q2 2022 | $2,475,000 | -14.8% | 39,452 | +3.0% | 1.90% | -5.7% |
| Q1 2022 | $2,905,000 | +4.3% | 38,288 | +10.5% | 2.01% | +6.8% |
| Q4 2021 | $2,786,000 | +12.3% | 34,642 | +7.0% | 1.88% | -13.5% |
| Q3 2021 | $2,481,000 | +1.9% | 32,364 | +4.1% | 2.18% | -12.9% |
| Q2 2021 | $2,435,000 | – | 31,104 | – | 2.50% | – |
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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% |