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 | $767,356 | -5.2% | 11,338 | -0.5% | 0.00% | 0.0% |
| Q2 2023 | $809,245 | -9.2% | 11,393 | -13.3% | 0.00% | -50.0% |
| Q1 2023 | $891,142 | +2.3% | 13,134 | -1.1% | 0.00% | 0.0% |
| Q4 2022 | $871,170 | +325.0% | 13,278 | +292.7% | 0.00% | – |
| Q3 2022 | $205,000 | +30.6% | 3,381 | +35.3% | 0.00% | – |
| Q2 2022 | $157,000 | -19.9% | 2,498 | -3.5% | 0.00% | – |
| Q1 2022 | $196,000 | -2.0% | 2,589 | +4.0% | 0.00% | – |
| Q4 2021 | $200,000 | -35.9% | 2,489 | -38.9% | 0.00% | -100.0% |
| Q3 2021 | $312,000 | -4.0% | 4,075 | -1.7% | 0.00% | 0.0% |
| Q2 2021 | $325,000 | +5.2% | 4,146 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $309,000 | -6.6% | 4,146 | -14.6% | 0.00% | 0.0% |
| Q4 2020 | $331,000 | -5.7% | 4,857 | -23.1% | 0.00% | 0.0% |
| Q3 2020 | $351,000 | +4.5% | 6,319 | -0.9% | 0.00% | 0.0% |
| Q2 2020 | $336,000 | +30.7% | 6,379 | +4.7% | 0.00% | 0.0% |
| Q1 2020 | $257,000 | -29.6% | 6,090 | +0.5% | 0.00% | 0.0% |
| Q4 2019 | $365,000 | +4.9% | 6,059 | -1.5% | 0.00% | 0.0% |
| Q3 2019 | $348,000 | +6.4% | 6,154 | +7.2% | 0.00% | 0.0% |
| Q2 2019 | $327,000 | -21.4% | 5,742 | -23.6% | 0.00% | 0.0% |
| Q1 2019 | $416,000 | -43.4% | 7,517 | -51.0% | 0.00% | -50.0% |
| Q4 2018 | $735,000 | -43.6% | 15,347 | -31.9% | 0.00% | -50.0% |
| Q3 2018 | $1,304,000 | -4.9% | 22,540 | -9.7% | 0.00% | 0.0% |
| Q2 2018 | $1,371,000 | +2.9% | 24,963 | -0.9% | 0.00% | 0.0% |
| Q1 2018 | $1,332,000 | -13.3% | 25,185 | -12.7% | 0.00% | -20.0% |
| Q4 2017 | $1,537,000 | +3.7% | 28,841 | -2.5% | 0.01% | 0.0% |
| Q3 2017 | $1,482,000 | +15.5% | 29,578 | +11.0% | 0.01% | +25.0% |
| Q2 2017 | $1,283,000 | +22.4% | 26,636 | +20.4% | 0.00% | 0.0% |
| Q1 2017 | $1,048,000 | +196.0% | 22,132 | +182.0% | 0.00% | +300.0% |
| Q4 2016 | $354,000 | +84.4% | 7,847 | +77.9% | 0.00% | 0.0% |
| Q3 2016 | $192,000 | +700.0% | 4,411 | +663.1% | 0.00% | – |
| Q2 2016 | $24,000 | – | 578 | – | 0.00% | – |
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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% |