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 | $8,117,065 | -3.4% | 119,933 | +1.4% | 4.41% | -3.5% |
| Q2 2023 | $8,404,767 | +3.7% | 118,327 | -0.9% | 4.58% | +0.8% |
| Q1 2023 | $8,101,969 | +4.9% | 119,410 | +1.5% | 4.54% | -0.5% |
| Q4 2022 | $7,721,871 | +10.1% | 117,693 | +1.5% | 4.56% | +1.0% |
| Q3 2022 | $7,015,000 | -1.7% | 115,899 | +1.8% | 4.51% | +3.0% |
| Q2 2022 | $7,139,000 | -6.9% | 113,798 | +12.6% | 4.38% | -0.9% |
| Q1 2022 | $7,669,000 | +11.1% | 101,094 | +17.8% | 4.42% | +1.6% |
| Q4 2021 | $6,900,000 | +32.3% | 85,791 | +26.1% | 4.35% | +10.7% |
| Q3 2021 | $5,217,000 | +486.8% | 68,052 | +499.0% | 3.93% | +315.0% |
| Q2 2021 | $889,000 | +186.8% | 11,360 | +172.4% | 0.95% | +145.0% |
| Q1 2021 | $310,000 | +9.2% | 4,170 | 0.0% | 0.39% | +0.8% |
| Q4 2020 | $284,000 | +22.4% | 4,170 | 0.0% | 0.38% | -10.5% |
| Q3 2020 | $232,000 | +5.9% | 4,170 | 0.0% | 0.43% | -3.4% |
| Q2 2020 | $219,000 | -10.2% | 4,170 | +3.0% | 0.44% | +124.2% |
| Q4 2019 | $244,000 | +6.6% | 4,050 | 0.0% | 0.20% | +1.0% |
| Q3 2019 | $229,000 | -0.9% | 4,050 | 0.0% | 0.20% | +1.0% |
| Q2 2019 | $231,000 | +3.1% | 4,050 | 0.0% | 0.19% | 0.0% |
| Q1 2019 | $224,000 | -6.7% | 4,050 | -2.3% | 0.19% | +15.5% |
| Q3 2018 | $240,000 | +5.3% | 4,145 | 0.0% | 0.17% | +5.7% |
| Q2 2018 | $228,000 | +4.1% | 4,145 | 0.0% | 0.16% | +1.3% |
| Q1 2018 | $219,000 | -4.8% | 4,145 | -3.8% | 0.16% | -10.3% |
| Q4 2017 | $230,000 | – | 4,310 | – | 0.18% | – |
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% |