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 2021 | $59,379,000 | -1.6% | 774,575 | +0.4% | 23.57% | -1.2% |
| Q2 2021 | $60,361,000 | +4.8% | 771,194 | -0.3% | 23.86% | -15.9% |
| Q1 2021 | $57,589,000 | +8.5% | 773,735 | -0.6% | 28.38% | +2.3% |
| Q4 2020 | $53,070,000 | +22.7% | 778,384 | +1.4% | 27.75% | +20.8% |
| Q3 2020 | $43,244,000 | +8.1% | 767,818 | +1.0% | 22.97% | -1.1% |
| Q2 2020 | $39,998,000 | +22.5% | 760,128 | -1.9% | 23.22% | +4.6% |
| Q1 2020 | $32,655,000 | -32.5% | 774,540 | -3.7% | 22.20% | -24.8% |
| Q4 2019 | $48,391,000 | +2.7% | 804,497 | -0.2% | 29.54% | -0.3% |
| Q3 2019 | $47,102,000 | +1.9% | 806,133 | -0.1% | 29.62% | -2.4% |
| Q2 2019 | $46,221,000 | +4.8% | 806,907 | +1.4% | 30.34% | -6.9% |
| Q1 2019 | $44,090,000 | – | 795,996 | – | 32.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |