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 | $511,893 | +1.7% | 7,563 | +6.7% | 0.00% | – |
| Q2 2023 | $503,564 | -70.9% | 7,089 | -72.2% | 0.00% | – |
| Q1 2023 | $1,727,700 | -76.3% | 25,464 | -77.1% | 0.00% | -100.0% |
| Q4 2022 | $7,295,967 | +643.0% | 111,202 | +585.3% | 0.00% | – |
| Q3 2022 | $982,000 | -15.3% | 16,226 | -12.2% | 0.00% | – |
| Q2 2022 | $1,159,000 | -19.1% | 18,471 | -2.3% | 0.00% | – |
| Q1 2022 | $1,433,000 | +43.0% | 18,898 | +51.6% | 0.00% | – |
| Q4 2021 | $1,002,000 | +1.2% | 12,463 | -3.5% | 0.00% | – |
| Q3 2021 | $990,000 | +382.9% | 12,912 | +279.8% | 0.00% | – |
| Q4 2019 | $205,000 | -52.1% | 3,400 | -55.0% | 0.00% | – |
| Q3 2019 | $428,000 | -9.9% | 7,562 | -9.0% | 0.00% | – |
| Q2 2019 | $475,000 | -4.6% | 8,312 | -7.6% | 0.00% | – |
| Q1 2019 | $498,000 | -37.9% | 8,991 | -46.3% | 0.00% | – |
| Q4 2018 | $802,000 | -20.5% | 16,743 | -4.0% | 0.00% | – |
| Q3 2018 | $1,009,000 | +3.9% | 17,444 | -1.3% | 0.00% | – |
| Q2 2018 | $971,000 | -4.3% | 17,676 | -8.0% | 0.00% | – |
| Q1 2018 | $1,015,000 | -3.1% | 19,212 | -2.3% | 0.00% | – |
| Q4 2017 | $1,047,000 | +17.0% | 19,659 | +10.1% | 0.00% | – |
| Q3 2017 | $895,000 | +88.8% | 17,855 | +81.4% | 0.00% | – |
| Q2 2017 | $474,000 | +9.7% | 9,842 | +7.8% | 0.00% | – |
| Q1 2017 | $432,000 | +17.7% | 9,126 | +12.3% | 0.00% | – |
| Q4 2016 | $367,000 | +3.7% | 8,129 | +0.0% | 0.00% | – |
| Q3 2016 | $354,000 | +2.0% | 8,128 | -1.6% | 0.00% | – |
| Q2 2016 | $347,000 | +5.2% | 8,263 | +1.7% | 0.00% | – |
| Q1 2016 | $330,000 | +13.0% | 8,128 | +11.7% | 0.00% | – |
| Q4 2015 | $292,000 | +10.2% | 7,277 | +7.0% | 0.00% | – |
| Q3 2015 | $265,000 | -8.6% | 6,800 | 0.0% | 0.00% | – |
| Q2 2015 | $290,000 | -1.0% | 6,800 | 0.0% | 0.00% | – |
| Q1 2015 | $293,000 | +5.8% | 6,800 | 0.0% | 0.00% | – |
| Q4 2014 | $277,000 | +5.3% | 6,800 | 0.0% | 0.00% | – |
| Q3 2014 | $263,000 | -52.5% | 6,800 | -50.5% | 0.00% | – |
| Q2 2014 | $554,000 | +109.1% | 13,748 | +100.4% | 0.00% | – |
| Q1 2014 | $265,000 | +3.5% | 6,860 | +0.5% | 0.00% | – |
| Q4 2013 | $256,000 | -45.8% | 6,823 | -50.0% | 0.00% | – |
| Q3 2013 | $472,000 | – | 13,648 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |