SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,304 | -11.4% | 1,512 | -7.0% | 0.03% | -6.5% |
| Q2 2023 | $115,412 | -13.8% | 1,625 | -17.7% | 0.03% | -16.2% |
| Q1 2023 | $133,940 | +3.6% | 1,974 | +0.2% | 0.04% | 0.0% |
| Q4 2022 | $129,283 | +8.6% | 1,970 | +0.3% | 0.04% | -5.1% |
| Q3 2022 | $119,000 | -3.3% | 1,965 | +0.2% | 0.04% | +2.6% |
| Q2 2022 | $123,000 | -21.2% | 1,961 | -4.6% | 0.04% | -7.3% |
| Q1 2022 | $156,000 | -5.5% | 2,056 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $165,000 | +0.6% | 2,053 | -7.1% | 0.04% | -12.8% |
| Q1 2021 | $164,000 | +34.4% | 2,209 | +0.3% | 0.05% | +11.9% |
| Q3 2020 | $122,000 | -20.3% | 2,203 | -18.4% | 0.04% | -22.2% |
| Q3 2019 | $153,000 | +4.1% | 2,699 | -8.0% | 0.05% | -15.6% |
| Q3 2017 | $147,000 | +4.3% | 2,935 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $141,000 | – | 2,935 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |