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 | $7,000,542 | -2.9% | 103,435 | +1.9% | 0.47% | +1.1% |
| Q2 2023 | $7,209,391 | +8.5% | 101,497 | +3.6% | 0.47% | +2.9% |
| Q1 2023 | $6,644,572 | +7.0% | 97,930 | +3.5% | 0.46% | -2.8% |
| Q4 2022 | $6,210,314 | +11.0% | 94,655 | +2.4% | 0.47% | +1.3% |
| Q3 2022 | $5,593,000 | -1.8% | 92,414 | +1.8% | 0.46% | -19.5% |
| Q2 2022 | $5,695,000 | -17.2% | 90,786 | +0.1% | 0.58% | -3.0% |
| Q1 2022 | $6,880,000 | -5.8% | 90,695 | -0.2% | 0.59% | -1.8% |
| Q4 2021 | $7,307,000 | -37.7% | 90,857 | -40.6% | 0.60% | -37.6% |
| Q3 2021 | $11,727,000 | +564.0% | 152,978 | +577.9% | 0.97% | +443.8% |
| Q2 2021 | $1,766,000 | +5.2% | 22,568 | +0.0% | 0.18% | -0.6% |
| Q1 2021 | $1,679,000 | +4.2% | 22,562 | -4.6% | 0.18% | -10.1% |
| Q4 2020 | $1,612,000 | +20.4% | 23,651 | -2.0% | 0.20% | +4.2% |
| Q3 2020 | $1,339,000 | +1.2% | 24,140 | -4.1% | 0.19% | -7.7% |
| Q2 2020 | $1,323,000 | +3.8% | 25,160 | -16.9% | 0.21% | -17.5% |
| Q1 2020 | $1,275,000 | -41.1% | 30,260 | -16.0% | 0.25% | -27.7% |
| Q4 2019 | $2,166,000 | -62.0% | 36,025 | -64.3% | 0.35% | -65.3% |
| Q3 2019 | $5,703,000 | +0.8% | 100,876 | +1.8% | 1.00% | -1.6% |
| Q2 2019 | $5,657,000 | +6.7% | 99,084 | +3.5% | 1.02% | -9.8% |
| Q1 2019 | $5,304,000 | +19.6% | 95,766 | +3.5% | 1.12% | +5.1% |
| Q4 2018 | $4,433,000 | -13.9% | 92,493 | +3.9% | 1.07% | -2.6% |
| Q3 2018 | $5,149,000 | -0.3% | 89,018 | -5.4% | 1.10% | -5.5% |
| Q2 2018 | $5,162,000 | +3.8% | 94,068 | +0.0% | 1.16% | +1.1% |
| Q1 2018 | $4,973,000 | -3.7% | 94,052 | -3.0% | 1.15% | -0.4% |
| Q4 2017 | $5,165,000 | +6.6% | 96,951 | +0.3% | 1.16% | -27.5% |
| Q3 2017 | $4,844,000 | +13.4% | 96,676 | +7.1% | 1.59% | +11.6% |
| Q1 2017 | $4,273,000 | +5.0% | 90,284 | +0.2% | 1.43% | -6.1% |
| Q4 2016 | $4,069,000 | +6.4% | 90,125 | +2.6% | 1.52% | +1.4% |
| Q3 2016 | $3,823,000 | -45.6% | 87,839 | -48.4% | 1.50% | -1.6% |
| Q2 2016 | $7,032,000 | +107.0% | 170,221 | +103.4% | 1.52% | +1.3% |
| Q1 2016 | $3,397,000 | +2.5% | 83,687 | +1.2% | 1.50% | -17.1% |
| Q4 2015 | $3,313,000 | -3.6% | 82,671 | -6.3% | 1.81% | -10.0% |
| Q3 2015 | $3,435,000 | -6.0% | 88,245 | +2.9% | 2.01% | -29.4% |
| Q2 2015 | $3,655,000 | -33.7% | 85,719 | -32.9% | 2.85% | -32.9% |
| Q1 2015 | $5,509,000 | +0.2% | 127,678 | -5.5% | 4.25% | -2.7% |
| Q4 2014 | $5,496,000 | +10.5% | 135,093 | +5.1% | 4.37% | +3.4% |
| Q3 2014 | $4,974,000 | -5.5% | 128,523 | -1.8% | 4.23% | -4.3% |
| Q2 2014 | $5,265,000 | -2.7% | 130,838 | -6.6% | 4.42% | -2.3% |
| Q1 2014 | $5,410,000 | +5.2% | 140,111 | +2.0% | 4.52% | -7.3% |
| Q4 2013 | $5,142,000 | – | 137,331 | – | 4.88% | – |
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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% |