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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $38,876 | +3.5% | 573 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $37,566 | +7.3% | 573 | +0.2% | 0.01% | -16.7% |
| Q3 2022 | $35,000 | -2.8% | 572 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $36,000 | -16.3% | 571 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $43,000 | -6.5% | 571 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $46,000 | +4.5% | 571 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $44,000 | -2.2% | 570 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $45,000 | +7.1% | 570 | 0.0% | 0.01% | -55.6% |
| Q1 2021 | $42,000 | +35.5% | 570 | +23.9% | 0.02% | +28.6% |
| Q4 2020 | $31,000 | -62.2% | 460 | -68.9% | 0.01% | -56.2% |
| Q3 2020 | $82,000 | +6.5% | 1,480 | +1.8% | 0.03% | -3.0% |
| Q2 2020 | $77,000 | +26.2% | 1,454 | +1.2% | 0.03% | +10.0% |
| Q1 2020 | $61,000 | -28.2% | 1,437 | +1.8% | 0.03% | -9.1% |
| Q4 2019 | $85,000 | +9.0% | 1,411 | +2.1% | 0.03% | -5.7% |
| Q3 2019 | $78,000 | +50.0% | 1,382 | +53.0% | 0.04% | +52.2% |
| Q2 2019 | $52,000 | -42.2% | 903 | -44.2% | 0.02% | -42.5% |
| Q1 2019 | $90,000 | +9.8% | 1,619 | -5.2% | 0.04% | 0.0% |
| Q4 2018 | $82,000 | +1950.0% | 1,707 | +2176.0% | 0.04% | +1900.0% |
| Q2 2017 | $4,000 | – | 75 | – | 0.00% | – |
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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% |