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 | $781,704 | -4.7% | 11,550 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $820,397 | +3.3% | 11,550 | -1.3% | 0.03% | 0.0% |
| Q1 2023 | $793,845 | +2.5% | 11,700 | -0.8% | 0.03% | -3.6% |
| Q4 2022 | $774,198 | +8.4% | 11,800 | 0.0% | 0.03% | +3.7% |
| Q3 2022 | $714,000 | -12.6% | 11,800 | 0.0% | 0.03% | -10.0% |
| Q2 2022 | $817,000 | -67.1% | 11,800 | -64.0% | 0.03% | -62.0% |
| Q1 2022 | $2,484,000 | -5.7% | 32,744 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $2,634,000 | +4.9% | 32,744 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $2,510,000 | -2.1% | 32,744 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $2,563,000 | +5.2% | 32,744 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $2,437,000 | +9.2% | 32,744 | 0.0% | 0.08% | +2.5% |
| Q4 2020 | $2,232,000 | +20.4% | 32,744 | -2.0% | 0.08% | +5.3% |
| Q3 2020 | $1,854,000 | +5.4% | 33,419 | 0.0% | 0.08% | -2.6% |
| Q2 2020 | $1,759,000 | – | 33,419 | – | 0.08% | – |
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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% |