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 | $458,728 | -4.7% | 6,778 | 0.0% | 0.18% | 0.0% |
| Q2 2023 | $481,434 | +7.1% | 6,778 | 0.0% | 0.18% | +0.6% |
| Q1 2023 | $449,714 | +1.1% | 6,778 | 0.0% | 0.18% | -6.2% |
| Q4 2022 | $444,698 | +9.0% | 6,778 | +0.5% | 0.19% | +1.6% |
| Q3 2022 | $408,000 | -3.1% | 6,743 | +0.5% | 0.19% | +1.6% |
| Q2 2022 | $421,000 | -17.0% | 6,712 | +0.4% | 0.19% | 0.0% |
| Q1 2022 | $507,000 | -5.6% | 6,682 | +0.1% | 0.19% | -2.6% |
| Q4 2021 | $537,000 | – | 6,673 | – | 0.19% | – |
Download | ||||||
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% |