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 | $16,446,786 | -2.4% | 243,008 | +2.4% | 0.01% | 0.0% |
| Q2 2023 | $16,848,480 | +6.1% | 237,202 | +1.4% | 0.01% | 0.0% |
| Q1 2023 | $15,875,408 | +0.7% | 233,977 | -2.6% | 0.01% | 0.0% |
| Q4 2022 | $15,759,523 | -14.5% | 240,200 | -21.1% | 0.01% | -16.7% |
| Q3 2022 | $18,438,000 | +0.1% | 304,606 | +3.7% | 0.01% | 0.0% |
| Q2 2022 | $18,418,000 | -6.4% | 293,600 | +13.2% | 0.01% | +20.0% |
| Q1 2022 | $19,676,000 | +2.0% | 259,384 | +8.1% | 0.01% | 0.0% |
| Q4 2021 | $19,297,000 | +4.1% | 239,933 | -0.7% | 0.01% | +25.0% |
| Q3 2021 | $18,530,000 | -8.1% | 241,716 | -6.2% | 0.00% | 0.0% |
| Q2 2021 | $20,165,000 | -33.6% | 257,638 | -36.8% | 0.00% | -42.9% |
| Q1 2021 | $30,354,000 | +13.1% | 407,812 | +3.6% | 0.01% | +16.7% |
| Q4 2020 | $26,850,000 | +82.9% | 393,793 | +48.8% | 0.01% | +50.0% |
| Q3 2020 | $14,683,000 | +9.7% | 264,648 | +4.0% | 0.00% | 0.0% |
| Q2 2020 | $13,390,000 | +9.1% | 254,474 | -12.6% | 0.00% | 0.0% |
| Q1 2020 | $12,275,000 | -38.5% | 291,137 | -12.3% | 0.00% | -20.0% |
| Q4 2019 | $19,962,000 | +11.5% | 331,861 | +4.8% | 0.01% | 0.0% |
| Q3 2019 | $17,911,000 | -11.3% | 316,782 | -10.4% | 0.01% | -16.7% |
| Q2 2019 | $20,195,000 | +26.0% | 353,729 | +22.2% | 0.01% | +20.0% |
| Q1 2019 | $16,027,000 | +49.9% | 289,351 | +29.7% | 0.01% | +25.0% |
| Q4 2018 | $10,691,000 | -22.6% | 223,060 | -6.6% | 0.00% | 0.0% |
| Q3 2018 | $13,807,000 | +2.2% | 238,710 | -3.0% | 0.00% | 0.0% |
| Q2 2018 | $13,512,000 | +20.0% | 246,154 | +15.6% | 0.00% | +33.3% |
| Q1 2018 | $11,261,000 | +8.0% | 212,944 | +8.8% | 0.00% | 0.0% |
| Q4 2017 | $10,426,000 | +7.8% | 195,733 | +1.4% | 0.00% | 0.0% |
| Q3 2017 | $9,673,000 | +5.0% | 193,028 | +0.9% | 0.00% | 0.0% |
| Q2 2017 | $9,215,000 | -4.5% | 191,338 | -6.2% | 0.00% | 0.0% |
| Q1 2017 | $9,651,000 | -18.1% | 203,912 | -21.8% | 0.00% | -25.0% |
| Q4 2016 | $11,781,000 | -19.1% | 260,919 | -22.0% | 0.00% | -20.0% |
| Q3 2016 | $14,557,000 | -1.6% | 334,478 | -5.0% | 0.01% | -16.7% |
| Q2 2016 | $14,798,000 | -18.7% | 352,253 | -21.5% | 0.01% | -14.3% |
| Q1 2016 | $18,212,000 | -7.5% | 448,654 | -8.7% | 0.01% | -12.5% |
| Q4 2015 | $19,689,000 | -0.9% | 491,372 | -3.8% | 0.01% | 0.0% |
| Q3 2015 | $19,871,000 | +91.8% | 510,561 | +110.1% | 0.01% | +100.0% |
| Q2 2015 | $10,361,000 | -7.6% | 242,996 | -6.4% | 0.00% | +100.0% |
| Q1 2015 | $11,208,000 | +494.9% | 259,728 | +460.7% | 0.00% | +100.0% |
| Q4 2014 | $1,884,000 | +24.7% | 46,319 | +18.7% | 0.00% | 0.0% |
| Q3 2014 | $1,511,000 | +27.8% | 39,037 | +32.9% | 0.00% | – |
| Q2 2014 | $1,182,000 | +22.0% | 29,371 | +17.1% | 0.00% | – |
| Q1 2014 | $969,000 | +27.7% | 25,085 | +23.7% | 0.00% | – |
| Q4 2013 | $759,000 | +100.8% | 20,273 | +85.3% | 0.00% | – |
| Q3 2013 | $378,000 | +90.9% | 10,943 | +76.2% | 0.00% | – |
| Q2 2013 | $198,000 | – | 6,212 | – | 0.00% | – |
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% |