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 | $4,718 | -4.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,952 | +4.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,730 | +3.4% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,574 | +14.4% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -16.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +20.0% | 70 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | -40.0% |
| Q4 2020 | $5,000 | -99.9% | 69 | +1.5% | 0.01% | +66.7% |
| Q2 2020 | $3,595,000 | +25.2% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,871,000 | -25.3% | 68 | -2.9% | 0.00% | 0.0% |
| Q4 2019 | $3,842,000 | +1.2% | 70 | +4.5% | 0.00% | 0.0% |
| Q3 2019 | $3,798,000 | -0.6% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,822,000 | +3.1% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,708,000 | +9.3% | 67 | -5.6% | 0.00% | 0.0% |
| Q4 2018 | $3,391,000 | -16.5% | 71 | +1.4% | 0.00% | 0.0% |
| Q3 2018 | $4,060,000 | +5.6% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,844,000 | +19.1% | 70 | +14.8% | 0.00% | +50.0% |
| Q1 2018 | $3,227,000 | -0.4% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,241,000 | – | 61 | – | 0.00% | – |
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% |