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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,247,671 | +153.6% | 56,395 | +127.9% | 1.93% | +135.4% |
| Q3 2023 | $1,674,877 | -24.5% | 24,747 | -20.8% | 0.82% | -21.1% |
| Q2 2023 | $2,218,267 | +19.3% | 31,230 | +13.9% | 1.04% | +13.3% |
| Q1 2023 | $1,859,634 | -4.4% | 27,408 | -7.6% | 0.92% | -1.2% |
| Q4 2022 | $1,946,060 | +11.3% | 29,661 | +2.7% | 0.93% | +6.4% |
| Q3 2022 | $1,748,000 | -44.7% | 28,880 | -42.7% | 0.87% | -44.1% |
| Q2 2022 | $3,161,000 | +53.2% | 50,394 | +85.3% | 1.56% | +58.8% |
| Q1 2022 | $2,063,000 | -8.3% | 27,190 | -2.7% | 0.98% | -8.4% |
| Q4 2021 | $2,249,000 | +18.0% | 27,956 | +12.4% | 1.07% | +6.5% |
| Q3 2021 | $1,906,000 | +77.5% | 24,862 | +82.4% | 1.01% | +63.0% |
| Q2 2021 | $1,074,000 | -50.4% | 13,627 | -53.4% | 0.62% | -54.7% |
| Q1 2021 | $2,166,000 | -47.1% | 29,238 | -51.3% | 1.36% | -47.4% |
| Q4 2020 | $4,092,000 | +3.3% | 60,015 | -15.9% | 2.59% | -5.3% |
| Q3 2020 | $3,960,000 | -6.4% | 71,378 | -11.2% | 2.74% | -14.3% |
| Q2 2020 | $4,230,000 | +16.4% | 80,380 | -6.8% | 3.19% | -4.8% |
| Q1 2020 | $3,635,000 | +54.8% | 86,229 | +120.9% | 3.35% | +83.4% |
| Q4 2019 | $2,348,000 | +4.6% | 39,042 | -1.6% | 1.83% | -7.4% |
| Q3 2019 | $2,244,000 | +10.2% | 39,697 | +11.3% | 1.98% | +20.6% |
| Q2 2019 | $2,036,000 | -16.9% | 35,662 | -19.4% | 1.64% | -13.5% |
| Q1 2019 | $2,450,000 | -14.2% | 44,234 | -25.7% | 1.89% | -1.7% |
| Q4 2018 | $2,855,000 | +56.4% | 59,562 | +88.8% | 1.93% | +101.7% |
| Q3 2018 | $1,825,000 | +79.4% | 31,551 | +70.2% | 0.96% | +75.6% |
| Q2 2018 | $1,017,000 | -2.8% | 18,536 | -6.3% | 0.54% | -6.7% |
| Q1 2018 | $1,046,000 | -25.3% | 19,772 | -24.7% | 0.58% | -25.9% |
| Q4 2017 | $1,400,000 | -57.9% | 26,275 | -60.4% | 0.79% | -57.8% |
| Q3 2017 | $3,322,000 | -10.1% | 66,300 | -13.6% | 1.86% | -12.1% |
| Q2 2017 | $3,695,000 | +3.0% | 76,729 | +1.3% | 2.12% | -3.8% |
| Q1 2017 | $3,587,000 | +17.1% | 75,778 | +11.7% | 2.20% | +4.0% |
| Q4 2016 | $3,063,000 | +5.7% | 67,832 | +1.9% | 2.12% | +8.5% |
| Q3 2016 | $2,898,000 | +18.9% | 66,586 | +14.8% | 1.96% | +12.5% |
| Q2 2016 | $2,437,000 | +151.0% | 58,005 | +142.4% | 1.74% | +142.4% |
| Q1 2016 | $971,000 | – | 23,929 | – | 0.72% | – |
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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% |