SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $217,760 | +8.3% | 3,319 | 0.0% | 0.02% | +6.7% |
Q3 2022 | $201,000 | -3.4% | 3,319 | 0.0% | 0.02% | -6.2% |
Q2 2022 | $208,000 | -17.5% | 3,319 | 0.0% | 0.02% | +14.3% |
Q1 2022 | $252,000 | -5.6% | 3,319 | 0.0% | 0.01% | +7.7% |
Q4 2021 | $267,000 | -1.5% | 3,319 | -6.0% | 0.01% | -13.3% |
Q3 2021 | $271,000 | -1.8% | 3,531 | 0.0% | 0.02% | +7.1% |
Q2 2021 | $276,000 | -27.7% | 3,531 | -31.1% | 0.01% | -33.3% |
Q1 2021 | $382,000 | +2.1% | 5,127 | -6.5% | 0.02% | -4.5% |
Q4 2020 | $374,000 | – | 5,485 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |