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 | $553,826 | -17.7% | 8,183 | -13.6% | 0.43% | -16.5% |
| Q2 2023 | $673,056 | +1.1% | 9,476 | -3.4% | 0.52% | -3.2% |
| Q1 2023 | $665,809 | +103286.5% | 9,813 | +0.0% | 0.53% | +16.6% |
| Q4 2022 | $644 | -99.9% | 9,810 | -1.0% | 0.46% | -8.0% |
| Q3 2022 | $600,000 | -3.4% | 9,906 | +0.1% | 0.50% | +22.1% |
| Q2 2022 | $621,000 | -19.6% | 9,901 | -2.7% | 0.41% | -19.1% |
| Q1 2022 | $772,000 | -5.7% | 10,173 | -0.1% | 0.50% | -0.2% |
| Q4 2021 | $819,000 | -48.1% | 10,186 | -50.0% | 0.50% | -47.0% |
| Q3 2021 | $1,578,000 | +98.0% | 20,364 | +100.0% | 0.95% | +81.5% |
| Q2 2021 | $797,000 | +6.0% | 10,181 | +0.8% | 0.52% | -1.5% |
| Q1 2021 | $752,000 | +9.0% | 10,104 | -0.1% | 0.53% | +0.6% |
| Q4 2020 | $690,000 | +7.8% | 10,116 | -12.3% | 0.53% | +0.4% |
| Q3 2020 | $640,000 | +6.8% | 11,539 | +1.3% | 0.53% | +8.4% |
| Q2 2020 | $599,000 | +24.3% | 11,387 | -0.4% | 0.49% | +15.7% |
| Q1 2020 | $482,000 | -30.8% | 11,435 | -1.3% | 0.42% | +9.7% |
| Q4 2019 | $697,000 | +1.8% | 11,590 | -4.3% | 0.38% | -8.4% |
| Q3 2019 | $685,000 | -1.4% | 12,107 | -0.6% | 0.42% | -3.2% |
| Q2 2019 | $695,000 | -4.0% | 12,176 | -6.8% | 0.43% | -6.3% |
| Q1 2019 | $724,000 | +6.2% | 13,063 | -8.2% | 0.46% | -2.1% |
| Q4 2018 | $682,000 | -23.7% | 14,223 | -8.0% | 0.47% | -23.5% |
| Q3 2018 | $894,000 | +1.2% | 15,460 | -3.9% | 0.62% | -5.7% |
| Q2 2018 | $883,000 | -13.9% | 16,080 | -17.1% | 0.65% | -27.8% |
| Q1 2018 | $1,026,000 | -51.4% | 19,401 | -51.0% | 0.90% | -53.7% |
| Q4 2017 | $2,110,000 | – | 39,602 | – | 1.95% | – |
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% |