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 | $1,011,884 | -4.7% | 14,951 | 0.0% | 0.12% | -3.3% |
| Q2 2023 | $1,061,970 | +3.5% | 14,951 | -1.2% | 0.12% | +2.5% |
| Q1 2023 | $1,026,300 | +2.7% | 15,126 | -0.7% | 0.12% | +1.7% |
| Q4 2022 | $998,912 | +8.3% | 15,225 | 0.0% | 0.12% | -0.9% |
| Q3 2022 | $922,000 | -4.3% | 15,225 | -0.9% | 0.12% | 0.0% |
| Q2 2022 | $963,000 | -17.4% | 15,356 | -0.1% | 0.12% | -7.9% |
| Q1 2022 | $1,166,000 | -4.7% | 15,371 | +1.0% | 0.13% | +3.3% |
| Q4 2021 | $1,224,000 | +3.2% | 15,216 | -1.7% | 0.12% | -47.9% |
| Q3 2021 | $1,186,000 | -2.6% | 15,476 | -0.5% | 0.24% | -2.1% |
| Q2 2021 | $1,218,000 | +4.2% | 15,559 | -0.9% | 0.24% | -2.0% |
| Q1 2021 | $1,169,000 | +7.0% | 15,706 | -2.1% | 0.25% | +0.4% |
| Q4 2020 | $1,093,000 | +22.8% | 16,035 | 0.0% | 0.24% | +9.9% |
| Q3 2020 | $890,000 | +3.4% | 16,035 | -2.0% | 0.22% | -3.9% |
| Q2 2020 | $861,000 | +19.6% | 16,367 | -4.2% | 0.23% | +4.0% |
| Q1 2020 | $720,000 | -30.2% | 17,082 | -0.4% | 0.22% | -16.2% |
| Q4 2019 | $1,032,000 | +6.4% | 17,157 | 0.0% | 0.27% | -2.9% |
| Q3 2019 | $970,000 | -1.1% | 17,157 | -0.2% | 0.27% | -3.5% |
| Q2 2019 | $981,000 | +0.6% | 17,184 | -2.4% | 0.28% | -5.3% |
| Q1 2019 | $975,000 | +8.2% | 17,607 | -6.3% | 0.30% | -2.9% |
| Q4 2018 | $901,000 | -16.3% | 18,788 | +0.9% | 0.31% | -9.4% |
| Q3 2018 | $1,077,000 | +1.1% | 18,614 | -4.1% | 0.34% | -7.3% |
| Q2 2018 | $1,065,000 | +5.6% | 19,404 | +1.7% | 0.37% | -8.0% |
| Q1 2018 | $1,009,000 | -0.8% | 19,078 | -0.1% | 0.40% | +1.0% |
| Q4 2017 | $1,017,000 | +4.1% | 19,091 | -2.0% | 0.40% | +0.8% |
| Q3 2017 | $977,000 | +4.3% | 19,489 | +0.2% | 0.39% | -1.3% |
| Q2 2017 | $937,000 | -6.8% | 19,458 | -8.4% | 0.40% | -12.7% |
| Q1 2017 | $1,005,000 | +17.8% | 21,238 | +12.4% | 0.46% | +7.0% |
| Q4 2016 | $853,000 | -0.8% | 18,903 | -4.3% | 0.43% | -9.7% |
| Q3 2016 | $860,000 | +5.4% | 19,755 | +1.7% | 0.47% | -1.3% |
| Q2 2016 | $816,000 | +3.9% | 19,426 | +0.4% | 0.48% | -34.8% |
| Q1 2016 | $785,000 | +40.2% | 19,350 | +38.6% | 0.73% | +27.9% |
| Q4 2015 | $560,000 | – | 13,965 | – | 0.57% | – |
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% |