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 | $23,688 | -4.7% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $24,861 | +4.7% | 350 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $23,748 | +3.4% | 350 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $22,964 | +9.4% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 350 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $22,000 | -18.5% | 350 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $27,000 | -3.6% | 350 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $28,000 | +3.7% | 350 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $27,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $27,000 | +3.8% | 350 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | +8.3% | 350 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $24,000 | +26.3% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $19,000 | +5.6% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | -40.0% | 350 | -50.8% | 0.01% | -47.4% |
| Q1 2020 | $30,000 | -28.6% | 711 | 0.0% | 0.02% | -9.5% |
| Q4 2019 | $42,000 | +5.0% | 711 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $40,000 | -2.4% | 711 | -0.1% | 0.02% | -4.8% |
| Q2 2019 | $41,000 | +5.1% | 712 | 0.0% | 0.02% | +5.0% |
| Q1 2019 | $39,000 | +14.7% | 712 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $34,000 | -17.1% | 712 | 0.0% | 0.02% | -9.5% |
| Q3 2018 | $41,000 | +5.1% | 712 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $39,000 | +5.4% | 712 | +0.1% | 0.02% | 0.0% |
| Q1 2018 | $37,000 | -2.6% | 711 | +0.1% | 0.02% | +10.5% |
| Q4 2017 | $38,000 | +8.6% | 710 | +0.6% | 0.02% | 0.0% |
| Q3 2017 | $35,000 | +2.9% | 706 | +0.3% | 0.02% | 0.0% |
| Q2 2017 | $34,000 | +3.0% | 704 | +0.3% | 0.02% | 0.0% |
| Q1 2017 | $33,000 | -13.2% | 702 | -17.5% | 0.02% | -17.4% |
| Q4 2016 | $38,000 | – | 851 | – | 0.02% | – |
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% |