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 | $6,440,370 | -6.3% | 95,159 | -1.7% | 2.93% | -13.3% |
| Q2 2023 | $6,876,042 | +2.2% | 96,805 | -2.4% | 3.38% | -2.9% |
| Q1 2023 | $6,726,981 | +3.0% | 99,145 | -0.4% | 3.48% | +1.2% |
| Q4 2022 | $6,529,281 | +25.7% | 99,517 | +16.0% | 3.44% | +20.6% |
| Q3 2022 | $5,195,000 | -3.7% | 85,825 | -0.2% | 2.86% | +6.2% |
| Q2 2022 | $5,393,000 | -16.9% | 85,971 | +0.5% | 2.69% | +0.5% |
| Q1 2022 | $6,492,000 | +0.6% | 85,575 | +6.7% | 2.68% | -6.2% |
| Q4 2021 | $6,451,000 | +13.0% | 80,212 | +7.7% | 2.85% | -6.9% |
| Q3 2021 | $5,709,000 | -4.8% | 74,473 | -2.8% | 3.06% | -5.5% |
| Q2 2021 | $5,996,000 | +16.8% | 76,613 | +11.1% | 3.24% | -7.8% |
| Q1 2021 | $5,132,000 | +50.5% | 68,957 | +37.9% | 3.52% | +18.5% |
| Q4 2020 | $3,409,000 | – | 50,004 | – | 2.97% | – |
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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% |