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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $862,040 | -3.6% | 12,737 | +1.2% | 0.10% | -4.5% |
| Q2 2023 | $894,054 | +6.5% | 12,587 | +1.7% | 0.11% | +0.9% |
| Q1 2023 | $839,643 | +2.3% | 12,375 | -1.1% | 0.11% | -3.5% |
| Q4 2022 | $821,109 | -21.3% | 12,515 | -27.4% | 0.11% | -24.2% |
| Q3 2022 | $1,043,000 | -2.8% | 17,235 | +0.8% | 0.15% | +8.8% |
| Q2 2022 | $1,073,000 | -27.6% | 17,106 | -12.5% | 0.14% | -11.6% |
| Q1 2022 | $1,483,000 | -4.1% | 19,555 | -3.1% | 0.16% | -1.3% |
| Q3 2021 | $1,547,000 | -25.6% | 20,177 | -24.1% | 0.16% | -12.8% |
| Q2 2021 | $2,080,000 | +16.3% | 26,572 | +10.6% | 0.18% | +25.0% |
| Q1 2021 | $1,788,000 | +26.8% | 24,027 | +16.2% | 0.14% | +37.1% |
| Q4 2020 | $1,410,000 | +37.8% | 20,682 | +12.2% | 0.10% | +29.6% |
| Q3 2020 | $1,023,000 | +5.0% | 18,432 | -0.5% | 0.08% | +11.0% |
| Q2 2020 | $974,000 | +24.7% | 18,517 | 0.0% | 0.07% | +4.3% |
| Q1 2020 | $781,000 | +6.0% | 18,517 | +51.2% | 0.07% | +25.0% |
| Q4 2019 | $737,000 | -29.3% | 12,247 | -33.6% | 0.06% | -30.9% |
| Q3 2019 | $1,042,000 | -4.3% | 18,437 | -3.3% | 0.08% | +68.8% |
| Q2 2019 | $1,089,000 | +3.4% | 19,073 | +0.3% | 0.05% | +2.1% |
| Q1 2019 | $1,053,000 | +23.2% | 19,008 | +6.6% | 0.05% | +9.3% |
| Q4 2018 | $855,000 | -17.2% | 17,836 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $1,032,000 | +4.0% | 17,836 | -1.3% | 0.04% | 0.0% |
| Q2 2018 | $992,000 | +3.8% | 18,076 | 0.0% | 0.04% | -4.3% |
| Q1 2018 | $956,000 | -0.3% | 18,076 | +0.4% | 0.05% | +4.5% |
| Q4 2017 | $959,000 | +13.1% | 18,011 | +6.4% | 0.04% | +7.3% |
| Q3 2017 | $848,000 | +22.5% | 16,931 | +17.9% | 0.04% | +32.3% |
| Q2 2017 | $692,000 | +31.6% | 14,361 | +29.2% | 0.03% | +29.2% |
| Q1 2017 | $526,000 | +103.1% | 11,115 | +93.8% | 0.02% | +100.0% |
| Q4 2016 | $259,000 | +1.2% | 5,735 | -2.6% | 0.01% | 0.0% |
| Q3 2016 | $256,000 | +3.6% | 5,890 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $247,000 | +4.2% | 5,890 | +0.8% | 0.01% | +9.1% |
| Q1 2016 | $237,000 | +9.7% | 5,845 | +8.3% | 0.01% | +10.0% |
| Q4 2015 | $216,000 | +4.9% | 5,395 | +11.7% | 0.01% | +11.1% |
| Q2 2015 | $206,000 | – | 4,830 | – | 0.01% | – |
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% |