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 | $666,648 | -7.0% | 9,850 | -2.4% | 0.04% | -6.2% |
| Q2 2023 | $716,555 | -5.5% | 10,088 | -9.7% | 0.05% | -12.7% |
| Q1 2023 | $758,359 | +17.3% | 11,177 | +13.5% | 0.06% | +12.2% |
| Q4 2022 | $646,259 | +8.4% | 9,850 | 0.0% | 0.05% | +4.3% |
| Q3 2022 | $596,000 | -10.1% | 9,850 | -6.8% | 0.05% | -2.1% |
| Q2 2022 | $663,000 | -11.6% | 10,566 | +6.8% | 0.05% | 0.0% |
| Q1 2022 | $750,000 | -7.5% | 9,891 | -1.9% | 0.05% | -9.4% |
| Q4 2021 | $811,000 | +7.0% | 10,079 | +1.9% | 0.05% | -7.0% |
| Q3 2021 | $758,000 | -2.1% | 9,891 | 0.0% | 0.06% | +1.8% |
| Q2 2021 | $774,000 | +5.6% | 9,891 | +0.4% | 0.06% | -1.8% |
| Q1 2021 | $733,000 | +9.1% | 9,850 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $672,000 | +23.1% | 9,850 | 0.0% | 0.06% | +9.6% |
| Q3 2020 | $546,000 | +2.8% | 9,850 | -2.3% | 0.05% | -10.3% |
| Q2 2020 | $531,000 | – | 10,087 | – | 0.06% | – |
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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% |