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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,582 | +22.5% | 33,997 | +9.2% | 0.04% | +10.5% |
| Q3 2023 | $2,108 | -7.5% | 31,141 | -2.9% | 0.04% | -2.6% |
| Q2 2023 | $2,278 | +8.0% | 32,071 | +3.2% | 0.04% | -4.9% |
| Q1 2023 | $2,109 | +2.6% | 31,086 | -0.8% | 0.04% | 0.0% |
| Q4 2022 | $2,056 | -99.9% | 31,336 | -0.0% | 0.04% | 0.0% |
| Q3 2022 | $1,897,000 | +47.4% | 31,348 | +52.8% | 0.04% | +57.7% |
| Q2 2022 | $1,287,000 | -18.6% | 20,520 | -1.5% | 0.03% | -7.1% |
| Q1 2022 | $1,581,000 | -5.3% | 20,841 | +0.5% | 0.03% | 0.0% |
| Q4 2021 | $1,670,000 | +9.2% | 20,742 | +3.9% | 0.03% | -3.4% |
| Q3 2021 | $1,530,000 | -3.6% | 19,956 | -1.6% | 0.03% | -3.3% |
| Q2 2021 | $1,587,000 | +5.2% | 20,276 | -0.0% | 0.03% | 0.0% |
| Q1 2021 | $1,509,000 | +6.6% | 20,278 | -2.4% | 0.03% | 0.0% |
| Q4 2020 | $1,416,000 | +19.0% | 20,773 | -3.1% | 0.03% | +7.1% |
| Q3 2020 | $1,190,000 | +4.1% | 21,448 | -1.3% | 0.03% | -6.7% |
| Q2 2020 | $1,143,000 | +16.2% | 21,723 | -6.9% | 0.03% | 0.0% |
| Q1 2020 | $984,000 | -37.8% | 23,344 | -16.6% | 0.03% | -28.6% |
| Q3 2019 | $1,583,000 | -3.1% | 28,002 | -2.2% | 0.04% | -31.1% |
| Q2 2019 | $1,634,000 | -0.1% | 28,625 | -3.0% | 0.06% | -3.2% |
| Q1 2019 | $1,635,000 | -31.8% | 29,523 | -41.0% | 0.06% | -38.2% |
| Q4 2018 | $2,397,000 | +103.1% | 50,005 | +145.0% | 0.10% | +131.8% |
| Q3 2018 | $1,180,000 | +25.3% | 20,407 | +18.9% | 0.04% | +15.8% |
| Q2 2018 | $942,000 | -9.4% | 17,160 | -12.7% | 0.04% | -11.6% |
| Q1 2018 | $1,040,000 | -2.2% | 19,664 | -1.5% | 0.04% | +2.4% |
| Q4 2017 | $1,063,000 | +9.8% | 19,955 | +3.3% | 0.04% | +2.4% |
| Q3 2017 | $968,000 | +3.8% | 19,321 | -0.2% | 0.04% | -2.4% |
| Q2 2017 | $933,000 | +2.6% | 19,364 | +0.8% | 0.04% | +2.4% |
| Q1 2017 | $909,000 | +6.3% | 19,201 | +1.4% | 0.04% | +2.5% |
| Q4 2016 | $855,000 | +23.2% | 18,943 | +18.8% | 0.04% | +21.2% |
| Q3 2016 | $694,000 | +10.7% | 15,948 | +6.9% | 0.03% | +6.5% |
| Q2 2016 | $627,000 | +5.4% | 14,922 | +1.8% | 0.03% | +3.3% |
| Q1 2016 | $595,000 | -5.7% | 14,662 | -6.9% | 0.03% | -9.1% |
| Q4 2015 | $631,000 | +14.5% | 15,754 | +11.2% | 0.03% | +10.0% |
| Q3 2015 | $551,000 | -6.3% | 14,165 | +2.7% | 0.03% | +3.4% |
| Q2 2015 | $588,000 | +110.0% | 13,787 | +112.3% | 0.03% | +107.1% |
| Q1 2015 | $280,000 | +47.4% | 6,493 | +38.9% | 0.01% | +55.6% |
| Q4 2014 | $190,000 | +59.7% | 4,675 | +52.3% | 0.01% | +50.0% |
| Q3 2014 | $119,000 | +41.7% | 3,070 | +47.6% | 0.01% | +50.0% |
| Q2 2014 | $84,000 | +5.0% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $80,000 | +2.6% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $78,000 | +9.9% | 2,080 | +1.5% | 0.00% | 0.0% |
| Q3 2013 | $71,000 | +7.6% | 2,050 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $66,000 | – | 2,050 | – | 0.00% | – |
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% |