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 | $4,221,743 | -2.5% | 62,378 | +2.3% | 1.90% | -22.1% |
| Q2 2023 | $4,329,847 | -5.9% | 60,958 | -10.1% | 2.44% | -17.9% |
| Q1 2023 | $4,599,891 | +116411.9% | 67,795 | +12.7% | 2.97% | +25.4% |
| Q4 2022 | $3,948 | -99.9% | 60,172 | +14.2% | 2.37% | +13.6% |
| Q3 2022 | $3,189,000 | +3.3% | 52,691 | +7.1% | 2.09% | +3.6% |
| Q2 2022 | $3,087,000 | -4.2% | 49,217 | +15.9% | 2.02% | +6.7% |
| Q1 2022 | $3,221,000 | +1.5% | 42,462 | +7.6% | 1.89% | +3.0% |
| Q4 2021 | $3,174,000 | – | 39,467 | – | 1.83% | – |
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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% |