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 | $1,063,794 | -3.4% | 15,718 | +1.4% | 0.00% | – |
| Q2 2023 | $1,100,965 | +12.4% | 15,500 | +7.4% | 0.00% | – |
| Q1 2023 | $979,279 | +5.5% | 14,433 | +2.0% | 0.00% | – |
| Q4 2022 | $927,988 | -69.1% | 14,144 | -71.5% | 0.00% | -100.0% |
| Q3 2022 | $3,007,000 | -0.3% | 49,685 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $3,016,000 | -23.7% | 48,075 | -7.7% | 0.00% | -50.0% |
| Q1 2022 | $3,952,000 | -80.2% | 52,093 | -79.0% | 0.00% | -71.4% |
| Q4 2021 | $19,944,000 | +4.9% | 247,968 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $19,009,000 | +33.3% | 247,968 | +36.1% | 0.01% | +16.7% |
| Q2 2021 | $14,261,000 | +45.9% | 182,200 | +38.8% | 0.01% | +50.0% |
| Q1 2021 | $9,773,000 | +2541.4% | 131,302 | +2319.0% | 0.00% | – |
| Q4 2020 | $370,000 | +22.9% | 5,428 | 0.0% | 0.00% | – |
| Q3 2020 | $301,000 | +5.2% | 5,428 | 0.0% | 0.00% | – |
| Q2 2020 | $286,000 | +24.9% | 5,428 | 0.0% | 0.00% | – |
| Q1 2020 | $229,000 | +231.9% | 5,428 | +237.8% | 0.00% | – |
| Q1 2015 | $69,000 | – | 1,607 | – | 0.00% | – |
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% |