SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,445,511 | -4.8% | 21,358 | -0.1% | 1.98% | -2.3% |
| Q2 2023 | $1,518,824 | -5.1% | 21,383 | -9.4% | 2.03% | -5.1% |
| Q1 2023 | $1,600,959 | +6.4% | 23,596 | +2.9% | 2.14% | -0.3% |
| Q4 2022 | $1,505,180 | +11.2% | 22,941 | +2.7% | 2.15% | +0.5% |
| Q3 2022 | $1,353,000 | +18.1% | 22,347 | +22.3% | 2.14% | +19.1% |
| Q2 2022 | $1,146,000 | +16.9% | 18,271 | +41.5% | 1.79% | +38.2% |
| Q1 2022 | $980,000 | +7.2% | 12,912 | +13.6% | 1.30% | +10.4% |
| Q4 2021 | $914,000 | – | 11,366 | – | 1.18% | – |
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% |