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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $255,000 | -8.9% | 4,058 | +9.9% | 0.20% | +2.5% |
| Q1 2022 | $280,000 | -9.1% | 3,694 | -3.4% | 0.20% | -7.4% |
| Q4 2021 | $308,000 | -16.8% | 3,824 | -20.9% | 0.22% | -22.9% |
| Q3 2021 | $370,000 | -51.7% | 4,832 | -50.6% | 0.28% | -44.9% |
| Q2 2021 | $766,000 | -71.2% | 9,791 | -72.6% | 0.51% | -64.3% |
| Q1 2021 | $2,662,000 | +24.7% | 35,763 | +14.3% | 1.42% | +5.6% |
| Q4 2020 | $2,134,000 | +27.8% | 31,301 | +4.0% | 1.34% | +12.6% |
| Q3 2020 | $1,670,000 | +16.4% | 30,096 | +10.4% | 1.19% | +2.3% |
| Q2 2020 | $1,435,000 | 0.0% | 27,271 | -19.9% | 1.16% | -15.6% |
| Q1 2020 | $1,435,000 | -21.2% | 34,039 | +12.5% | 1.38% | +24.7% |
| Q4 2019 | $1,820,000 | +3.4% | 30,263 | -2.8% | 1.11% | +7.5% |
| Q3 2019 | $1,761,000 | -20.5% | 31,138 | -19.8% | 1.03% | -17.5% |
| Q2 2019 | $2,215,000 | -7.6% | 38,803 | -10.3% | 1.25% | -8.8% |
| Q1 2019 | $2,397,000 | +3.0% | 43,275 | -10.9% | 1.37% | +2.9% |
| Q4 2018 | $2,327,000 | -20.5% | 48,553 | -4.1% | 1.33% | -0.1% |
| Q3 2018 | $2,927,000 | -0.3% | 50,609 | -5.3% | 1.33% | -6.5% |
| Q2 2018 | $2,935,000 | +7.4% | 53,469 | +3.5% | 1.42% | +1.6% |
| Q1 2018 | $2,732,000 | +20.2% | 51,661 | +21.1% | 1.40% | +26.2% |
| Q4 2017 | $2,273,000 | +61.2% | 42,667 | +51.7% | 1.11% | +55.5% |
| Q3 2017 | $1,410,000 | +48.0% | 28,130 | +42.1% | 0.71% | +57.3% |
| Q2 2017 | $953,000 | +64.9% | 19,790 | +62.0% | 0.45% | +43.2% |
| Q1 2017 | $578,000 | +22.2% | 12,214 | +16.6% | 0.32% | +28.3% |
| Q4 2016 | $473,000 | +27.8% | 10,478 | +23.4% | 0.25% | +24.1% |
| Q3 2016 | $370,000 | +11.8% | 8,493 | +7.8% | 0.20% | +8.2% |
| Q2 2016 | $331,000 | +18.2% | 7,878 | +14.1% | 0.18% | +25.2% |
| Q1 2016 | $280,000 | +8.1% | 6,903 | +6.7% | 0.15% | +8.1% |
| Q4 2015 | $259,000 | +6.1% | 6,468 | +3.2% | 0.14% | +15.3% |
| Q3 2015 | $244,000 | – | 6,268 | – | 0.12% | – |
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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% |