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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $833,537 | +5.1% | 11,735 | +0.4% | 0.03% | -3.2% |
| Q1 2023 | $793,302 | -18.4% | 11,692 | -21.1% | 0.03% | -24.4% |
| Q4 2022 | $972,668 | +8.4% | 14,825 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $897,000 | -3.7% | 14,825 | -0.2% | 0.04% | -2.4% |
| Q2 2022 | $931,000 | -17.3% | 14,854 | 0.0% | 0.04% | -6.7% |
| Q1 2022 | $1,126,000 | +441.3% | 14,854 | +473.1% | 0.04% | +309.1% |
| Q4 2021 | $208,000 | +1.2% | 2,592 | -1.3% | 0.01% | +10.0% |
| Q2 2021 | $205,615 | +32.8% | 2,627 | -99.0% | 0.01% | -33.3% |
| Q3 2019 | $154,807 | +127.1% | 273,800 | +321.2% | 0.02% | +150.0% |
| Q2 2019 | $68,161 | -92.3% | 65,000 | +286.4% | 0.01% | -95.4% |
| Q1 2018 | $889,462 | +31.5% | 16,820 | +32.4% | 0.13% | +34.0% |
| Q4 2017 | $676,558 | -8.3% | 12,701 | -13.8% | 0.10% | -18.5% |
| Q3 2017 | $738,136 | – | 14,730 | – | 0.12% | – |
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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% |