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 | $13,968,735 | -6.0% | 206,394 | -1.4% | 5.69% | -0.1% |
| Q2 2023 | $14,863,235 | +5.0% | 209,253 | +0.3% | 5.70% | -1.0% |
| Q1 2023 | $14,154,349 | -1.0% | 208,612 | -4.2% | 5.75% | -6.3% |
| Q4 2022 | $14,290,460 | +12.6% | 217,809 | +3.9% | 6.14% | +2.3% |
| Q3 2022 | $12,693,000 | -4.6% | 209,698 | -1.1% | 6.00% | -0.7% |
| Q2 2022 | $13,305,000 | -15.9% | 212,092 | +1.7% | 6.04% | -4.2% |
| Q1 2022 | $15,817,000 | -0.1% | 208,502 | +5.9% | 6.31% | +2.8% |
| Q4 2021 | $15,837,000 | +9.7% | 196,903 | +4.6% | 6.14% | +1.0% |
| Q3 2021 | $14,431,000 | -0.7% | 188,253 | +1.4% | 6.07% | -1.8% |
| Q2 2021 | $14,531,000 | +6.2% | 185,653 | +1.0% | 6.18% | -0.5% |
| Q1 2021 | $13,681,000 | +9.7% | 183,815 | +0.5% | 6.21% | +1.7% |
| Q4 2020 | $12,467,000 | +29.8% | 182,849 | +5.7% | 6.11% | +7.6% |
| Q3 2020 | $9,602,000 | +15.4% | 173,063 | +9.5% | 5.68% | +2.8% |
| Q2 2020 | $8,318,000 | +21.1% | 158,082 | -3.0% | 5.52% | -0.6% |
| Q1 2020 | $6,869,000 | -39.9% | 162,924 | -14.2% | 5.56% | -28.0% |
| Q4 2019 | $11,421,000 | +20.2% | 189,882 | +13.0% | 7.72% | +6.6% |
| Q3 2019 | $9,499,000 | +7.0% | 168,001 | +8.0% | 7.24% | +6.8% |
| Q2 2019 | $8,881,000 | +22.5% | 155,564 | +18.8% | 6.78% | +14.3% |
| Q1 2019 | $7,250,000 | +50.9% | 130,896 | +30.6% | 5.93% | +30.3% |
| Q4 2018 | $4,805,000 | – | 100,244 | – | 4.55% | – |
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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% |