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 | $4,966,984 | -7.5% | 73,389 | -3.0% | 0.04% | -6.5% |
| Q2 2023 | $5,372,497 | +4.6% | 75,637 | -0.1% | 0.05% | -11.5% |
| Q1 2023 | $5,137,981 | +0.5% | 75,726 | -2.8% | 0.05% | -8.8% |
| Q4 2022 | $5,112,938 | -10.1% | 77,929 | -17.1% | 0.06% | -20.8% |
| Q3 2022 | $5,689,000 | +26.7% | 93,985 | +31.3% | 0.07% | +18.0% |
| Q2 2022 | $4,491,000 | +47.3% | 71,600 | +78.1% | 0.06% | +56.4% |
| Q1 2022 | $3,049,000 | +18.1% | 40,191 | +25.2% | 0.04% | +5.4% |
| Q4 2021 | $2,582,000 | +18342.9% | 32,099 | +17157.5% | 0.04% | – |
| Q3 2021 | $14,000 | +250.0% | 186 | +272.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | -63.6% | 50 | -69.5% | 0.00% | – |
| Q4 2020 | $11,000 | +57.1% | 164 | +28.1% | 0.00% | – |
| Q3 2020 | $7,000 | -53.3% | 128 | -64.0% | 0.00% | – |
| Q1 2020 | $15,000 | +650.0% | 356 | +1086.7% | 0.00% | – |
| Q1 2019 | $2,000 | -98.8% | 30 | -99.2% | 0.00% | -100.0% |
| Q2 2017 | $172,000 | +8500.0% | 3,578 | +7056.0% | 0.02% | – |
| Q1 2017 | $2,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |