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 | $1,512,986 | -2.9% | 22,355 | +1.9% | 0.90% | -5.0% |
| Q2 2023 | $1,558,824 | +4.3% | 21,946 | -0.4% | 0.94% | +10.5% |
| Q1 2023 | $1,494,532 | +2.3% | 22,027 | -1.1% | 0.85% | -3.8% |
| Q4 2022 | $1,460,544 | +7.2% | 22,261 | -1.1% | 0.89% | -4.3% |
| Q3 2022 | $1,362,000 | -5.6% | 22,504 | -2.2% | 0.93% | -0.7% |
| Q2 2022 | $1,443,000 | -20.3% | 23,000 | -3.6% | 0.94% | -8.7% |
| Q1 2022 | $1,810,000 | -9.0% | 23,857 | -3.5% | 1.02% | -8.7% |
| Q4 2021 | $1,988,000 | -13.3% | 24,723 | -17.3% | 1.12% | -22.0% |
| Q3 2021 | $2,292,000 | -6.8% | 29,900 | -4.9% | 1.44% | -3.2% |
| Q2 2021 | $2,460,000 | +17.4% | 31,436 | +11.6% | 1.49% | +9.2% |
| Q1 2021 | $2,096,000 | +10.5% | 28,164 | +1.3% | 1.36% | +1.6% |
| Q4 2020 | $1,896,000 | +25.9% | 27,808 | +2.5% | 1.34% | +3.7% |
| Q3 2020 | $1,506,000 | +12.6% | 27,138 | +6.7% | 1.29% | +11.4% |
| Q2 2020 | $1,338,000 | +30.5% | 25,424 | +4.6% | 1.16% | +10.8% |
| Q1 2020 | $1,025,000 | -22.7% | 24,309 | +10.3% | 1.05% | +1.6% |
| Q4 2019 | $1,326,000 | +16.9% | 22,044 | +9.9% | 1.03% | +10.9% |
| Q3 2019 | $1,134,000 | +12.9% | 20,057 | +14.1% | 0.93% | +9.6% |
| Q2 2019 | $1,004,000 | +30.4% | 17,582 | +26.5% | 0.85% | +27.1% |
| Q1 2019 | $770,000 | +18.8% | 13,895 | +2.7% | 0.67% | +1.4% |
| Q4 2018 | $648,000 | -10.5% | 13,525 | +8.0% | 0.66% | +2.3% |
| Q3 2018 | $724,000 | +5.4% | 12,525 | +0.1% | 0.64% | +4.2% |
| Q2 2018 | $687,000 | +12.8% | 12,515 | +8.7% | 0.62% | +11.4% |
| Q1 2018 | $609,000 | +24.0% | 11,516 | +25.0% | 0.55% | +24.8% |
| Q4 2017 | $491,000 | +8.4% | 9,216 | +1.8% | 0.44% | +3.0% |
| Q3 2017 | $453,000 | +5.1% | 9,050 | +1.1% | 0.43% | +0.7% |
| Q2 2017 | $431,000 | -2.7% | 8,950 | -4.4% | 0.43% | -3.2% |
| Q1 2017 | $443,000 | +4.0% | 9,366 | -0.8% | 0.44% | +0.5% |
| Q4 2016 | $426,000 | – | 9,446 | – | 0.44% | – |
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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% |