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 | $927,893 | -4.6% | 13,710 | +0.1% | 1.61% | -1.3% |
Q2 2023 | $972,472 | +12.3% | 13,691 | +7.3% | 1.63% | +7.6% |
Q1 2023 | $865,834 | +104595.8% | 12,761 | +1.3% | 1.52% | -5.4% |
Q4 2022 | $827 | -99.9% | 12,599 | +0.3% | 1.60% | -0.1% |
Q3 2022 | $761,000 | -3.4% | 12,567 | 0.0% | 1.60% | -8.0% |
Q2 2022 | $788,000 | -18.0% | 12,567 | -0.8% | 1.74% | -7.4% |
Q1 2022 | $961,000 | -5.1% | 12,669 | +0.6% | 1.88% | +21.2% |
Q4 2021 | $1,013,000 | +4.9% | 12,596 | 0.0% | 1.55% | -0.8% |
Q3 2021 | $966,000 | -1.3% | 12,596 | +0.8% | 1.56% | -4.3% |
Q2 2021 | $979,000 | +5.2% | 12,502 | -0.0% | 1.64% | -2.9% |
Q1 2021 | $931,000 | +8.9% | 12,508 | -2.6% | 1.68% | +8.9% |
Q4 2020 | $855,000 | +22.3% | 12,838 | 0.0% | 1.54% | +9.0% |
Q3 2020 | $699,000 | +3.4% | 12,838 | 0.0% | 1.42% | -2.2% |
Q2 2020 | $676,000 | +47.3% | 12,838 | +17.8% | 1.45% | +29.8% |
Q1 2020 | $459,000 | -29.9% | 10,894 | -0.0% | 1.12% | -17.5% |
Q4 2019 | $655,000 | +12.2% | 10,897 | +5.6% | 1.35% | +8.1% |
Q3 2019 | $584,000 | -0.8% | 10,322 | 0.0% | 1.25% | +29.7% |
Q2 2019 | $589,000 | +0.2% | 10,322 | -2.8% | 0.96% | +5.1% |
Q1 2019 | $588,000 | +23.5% | 10,619 | +6.9% | 0.92% | +19.4% |
Q4 2018 | $476,000 | -15.2% | 9,937 | +2.4% | 0.77% | -5.3% |
Q3 2018 | $561,000 | +36.8% | 9,705 | +25.1% | 0.81% | +203.0% |
Q2 2018 | $410,000 | 0.0% | 7,755 | 0.0% | 0.27% | 0.0% |
Q1 2018 | $410,000 | -1.0% | 7,755 | -0.3% | 0.27% | -2.2% |
Q4 2017 | $414,000 | +6.2% | 7,779 | 0.0% | 0.27% | +3.4% |
Q3 2017 | $390,000 | +954.1% | 7,779 | 0.0% | 0.26% | +846.4% |
Q2 2017 | $37,000 | – | 7,779 | – | 0.03% | – |
Download |
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% |