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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $413,039 | -5.5% | 5,815 | -9.8% | 0.04% | -11.6% |
| Q1 2023 | $437,293 | +103279.0% | 6,445 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $423 | -99.9% | 6,445 | 0.0% | 0.04% | +2.4% |
| Q3 2022 | $390,000 | -6.0% | 6,445 | -2.6% | 0.04% | -2.3% |
| Q2 2022 | $415,000 | -17.3% | 6,620 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $502,000 | -5.6% | 6,620 | 0.0% | 0.04% | +7.3% |
| Q4 2021 | $532,000 | +2.5% | 6,620 | -2.1% | 0.04% | -6.8% |
| Q3 2021 | $519,000 | -1.9% | 6,765 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $529,000 | +5.0% | 6,765 | 0.0% | 0.04% | -2.2% |
| Q1 2021 | $504,000 | +9.3% | 6,765 | 0.0% | 0.05% | +4.5% |
| Q4 2020 | $461,000 | +16.1% | 6,765 | -5.5% | 0.04% | +7.3% |
| Q3 2020 | $397,000 | +5.3% | 7,160 | 0.0% | 0.04% | -2.4% |
| Q2 2020 | $377,000 | +24.8% | 7,160 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $302,000 | -29.9% | 7,160 | 0.0% | 0.04% | -12.5% |
| Q4 2019 | $431,000 | +6.4% | 7,160 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $405,000 | -1.0% | 7,160 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $409,000 | +2.8% | 7,160 | -0.3% | 0.05% | +2.1% |
| Q1 2019 | $398,000 | +15.7% | 7,185 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $344,000 | -17.3% | 7,185 | 0.0% | 0.05% | -2.0% |
| Q3 2018 | $416,000 | +5.6% | 7,185 | 0.0% | 0.05% | -2.0% |
| Q2 2018 | $394,000 | +3.7% | 7,185 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $380,000 | -0.8% | 7,185 | 0.0% | 0.05% | +4.2% |
| Q4 2017 | $383,000 | -40.2% | 7,185 | -43.8% | 0.05% | -43.5% |
| Q3 2017 | $641,000 | -10.6% | 12,785 | -14.1% | 0.08% | -12.4% |
| Q2 2017 | $717,000 | +1.7% | 14,885 | 0.0% | 0.10% | -2.0% |
| Q1 2017 | $705,000 | +32.3% | 14,885 | +26.0% | 0.10% | +23.8% |
| Q4 2016 | $533,000 | +4.3% | 11,815 | 0.0% | 0.08% | +1.3% |
| Q3 2016 | $511,000 | -18.5% | 11,815 | -20.8% | 0.08% | -21.8% |
| Q2 2016 | $627,000 | -0.9% | 14,915 | -3.1% | 0.10% | -1.0% |
| Q1 2016 | $633,000 | -12.8% | 15,390 | -15.0% | 0.10% | -10.5% |
| Q4 2015 | $726,000 | -2.7% | 18,115 | -1.6% | 0.11% | -5.8% |
| Q3 2015 | $746,000 | -5.4% | 18,415 | -0.5% | 0.12% | -2.4% |
| Q2 2015 | $789,000 | -1.7% | 18,515 | 0.0% | 0.12% | -3.1% |
| Q1 2015 | $803,000 | +5.0% | 18,515 | -1.6% | 0.13% | +4.1% |
| Q4 2014 | $765,000 | +2.4% | 18,810 | -2.6% | 0.12% | -3.1% |
| Q3 2014 | $747,000 | -4.6% | 19,310 | -0.8% | 0.13% | -5.2% |
| Q2 2014 | $783,000 | +4.3% | 19,460 | +0.0% | 0.13% | -5.0% |
| Q1 2014 | $751,000 | +3.2% | 19,455 | +0.1% | 0.14% | +1.4% |
| Q4 2013 | $728,000 | +8.2% | 19,440 | 0.0% | 0.14% | 0.0% |
| Q3 2013 | $673,000 | +73.5% | 19,440 | +60.1% | 0.14% | +67.5% |
| Q2 2013 | $388,000 | – | 12,140 | – | 0.08% | – |
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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% |