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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $101,769 | +2.0% | 1,433 | -2.6% | 0.22% | +9.5% |
| Q1 2023 | $99,816 | -0.6% | 1,471 | -3.9% | 0.20% | -11.5% |
| Q4 2022 | $100,434 | -82.5% | 1,531 | -77.8% | 0.23% | +45.8% |
| Q4 2021 | $573,000 | +4.0% | 6,893 | +4.0% | 0.16% | -0.6% |
| Q3 2021 | $551,000 | +33.7% | 6,628 | +23.4% | 0.16% | +21.9% |
| Q1 2021 | $412,000 | +95.3% | 5,371 | +48.3% | 0.13% | +52.4% |
| Q3 2019 | $211,000 | -83.3% | 3,621 | -82.5% | 0.08% | -86.3% |
| Q4 2018 | $1,261,000 | +7.0% | 20,708 | 0.0% | 0.61% | +14.8% |
| Q2 2018 | $1,179,000 | +110.9% | 20,708 | +92.4% | 0.54% | +103.4% |
| Q4 2017 | $559,000 | – | 10,763 | – | 0.26% | – |
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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% |