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 | $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. | 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% |