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 | $424,910 | -7.4% | 6,278 | -2.8% | 0.14% | -4.1% |
| Q2 2023 | $458,887 | -1.1% | 6,460 | -5.5% | 0.15% | -13.0% |
| Q1 2023 | $463,780 | -0.7% | 6,835 | -4.0% | 0.17% | -9.6% |
| Q4 2022 | $466,931 | -69.9% | 7,117 | -72.2% | 0.19% | -70.6% |
| Q3 2022 | $1,550,000 | +152.0% | 25,605 | +161.3% | 0.64% | +161.1% |
| Q2 2022 | $615,000 | -9.4% | 9,800 | +9.5% | 0.24% | +6.6% |
| Q1 2022 | $679,000 | -14.2% | 8,953 | -9.0% | 0.23% | -11.9% |
| Q4 2021 | $791,000 | -56.2% | 9,837 | -58.2% | 0.26% | -60.4% |
| Q3 2021 | $1,805,000 | -2.6% | 23,547 | -0.6% | 0.66% | -18.4% |
| Q2 2021 | $1,854,000 | +4.3% | 23,689 | -0.8% | 0.80% | +2.0% |
| Q1 2021 | $1,778,000 | +5.9% | 23,892 | -3.0% | 0.79% | -3.5% |
| Q4 2020 | $1,679,000 | +19.3% | 24,624 | -2.9% | 0.82% | -1.6% |
| Q3 2020 | $1,407,000 | +8.1% | 25,362 | +2.6% | 0.83% | -11.0% |
| Q2 2020 | $1,301,000 | +52.9% | 24,724 | +22.5% | 0.93% | +66.0% |
| Q1 2020 | $851,000 | -41.5% | 20,181 | -16.6% | 0.56% | -32.9% |
| Q4 2019 | $1,455,000 | – | 24,196 | – | 0.84% | – |
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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% |