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 | $415,594 | +3.0% | 6,141 | +8.1% | 0.00% | – |
| Q2 2023 | $403,557 | +7.5% | 5,681 | +2.7% | 0.00% | – |
| Q1 2023 | $375,441 | +21.1% | 5,533 | +17.1% | 0.00% | – |
| Q4 2022 | $310,094 | +5.5% | 4,726 | -2.8% | 0.00% | – |
| Q3 2022 | $294,000 | -7.8% | 4,863 | -4.4% | 0.00% | – |
| Q2 2022 | $319,000 | -18.0% | 5,089 | -0.7% | 0.00% | – |
| Q1 2022 | $389,000 | -25.0% | 5,124 | -20.7% | 0.00% | – |
| Q4 2021 | $519,000 | -0.8% | 6,460 | -5.2% | 0.00% | – |
| Q3 2021 | $523,000 | +11.3% | 6,816 | +13.4% | 0.00% | – |
| Q2 2021 | $470,000 | -2.5% | 6,010 | -7.1% | 0.00% | – |
| Q1 2021 | $482,000 | +29.9% | 6,469 | +19.2% | 0.00% | – |
| Q4 2020 | $371,000 | +0.8% | 5,425 | -18.2% | 0.00% | – |
| Q3 2020 | $368,000 | +21.1% | 6,632 | +15.0% | 0.00% | – |
| Q2 2020 | $304,000 | +83.1% | 5,767 | +46.1% | 0.00% | – |
| Q1 2020 | $166,000 | -46.6% | 3,948 | -23.8% | 0.00% | – |
| Q4 2019 | $311,000 | +19.2% | 5,179 | +11.9% | 0.00% | – |
| Q3 2019 | $261,000 | +4.0% | 4,629 | +4.9% | 0.00% | – |
| Q2 2019 | $251,000 | +13.1% | 4,414 | +10.2% | 0.00% | – |
| Q1 2019 | $222,000 | +13.3% | 4,004 | -1.7% | 0.00% | – |
| Q4 2018 | $196,000 | -15.5% | 4,072 | +1.7% | 0.00% | – |
| Q3 2018 | $232,000 | +2.7% | 4,004 | -2.5% | 0.00% | – |
| Q2 2018 | $226,000 | +4.1% | 4,105 | 0.0% | 0.00% | – |
| Q1 2018 | $217,000 | +14.8% | 4,105 | +15.5% | 0.00% | – |
| Q4 2017 | $189,000 | +6.2% | 3,553 | 0.0% | 0.00% | – |
| Q3 2017 | $178,000 | +493.3% | 3,553 | +479.6% | 0.00% | – |
| Q2 2017 | $30,000 | +42.9% | 613 | +40.6% | 0.00% | – |
| Q1 2017 | $21,000 | +320.0% | 436 | +331.7% | 0.00% | – |
| Q4 2016 | $5,000 | -88.6% | 101 | -90.0% | 0.00% | – |
| Q3 2016 | $44,000 | +4.8% | 1,007 | 0.0% | 0.00% | – |
| Q2 2016 | $42,000 | +2.4% | 1,007 | 0.0% | 0.00% | – |
| Q1 2016 | $41,000 | +2.5% | 1,007 | 0.0% | 0.00% | – |
| Q4 2015 | $40,000 | – | 1,007 | – | 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% |