SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,135,563 | -4.7% | 120,206 | -0.0% | 0.47% | -0.8% |
| Q2 2023 | $8,539,794 | +7.0% | 120,228 | +2.2% | 0.47% | +0.4% |
| Q1 2023 | $7,978,473 | +1.0% | 117,590 | -2.3% | 0.47% | -4.5% |
| Q4 2022 | $7,896,345 | +9.6% | 120,353 | +1.1% | 0.49% | -0.4% |
| Q3 2022 | $7,206,000 | -57.8% | 119,045 | -56.3% | 0.49% | -56.2% |
| Q2 2022 | $17,088,000 | -9.1% | 272,407 | +9.9% | 1.13% | +8.6% |
| Q1 2022 | $18,805,000 | -0.6% | 247,897 | +5.4% | 1.04% | +8.9% |
| Q4 2021 | $18,915,000 | +10.6% | 235,170 | +5.4% | 0.95% | +1.4% |
| Q3 2021 | $17,108,000 | +3.5% | 223,163 | +5.7% | 0.94% | +2.4% |
| Q2 2021 | $16,531,000 | +16.7% | 211,207 | +11.0% | 0.92% | +8.0% |
| Q1 2021 | $14,160,000 | +21.6% | 190,244 | +11.4% | 0.85% | +15.5% |
| Q4 2020 | $11,642,000 | +33.3% | 170,757 | +8.5% | 0.74% | +14.1% |
| Q3 2020 | $8,735,000 | +11.6% | 157,449 | +5.9% | 0.64% | +3.7% |
| Q2 2020 | $7,826,000 | +37.2% | 148,724 | +9.9% | 0.62% | +12.9% |
| Q1 2020 | $5,706,000 | -9.1% | 135,352 | +29.8% | 0.55% | +22.0% |
| Q4 2019 | $6,274,000 | +23.8% | 104,314 | +16.4% | 0.45% | +13.6% |
| Q3 2019 | $5,067,000 | +39.2% | 89,615 | +40.6% | 0.40% | +39.8% |
| Q2 2019 | $3,640,000 | +429.8% | 63,753 | +414.3% | 0.28% | +407.1% |
| Q1 2019 | $687,000 | +60.9% | 12,397 | +39.1% | 0.06% | +40.0% |
| Q4 2018 | $427,000 | +26.7% | 8,912 | +53.0% | 0.04% | +48.1% |
| Q3 2018 | $337,000 | – | 5,823 | – | 0.03% | – |
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% |