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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $265 | -99.9% | 4,037 | +0.5% | 0.17% | 0.0% |
Q3 2022 | $243,000 | -3.2% | 4,016 | +0.5% | 0.17% | -1.2% |
Q2 2022 | $251,000 | -16.9% | 3,998 | +0.5% | 0.17% | -6.6% |
Q1 2022 | $302,000 | -5.3% | 3,980 | +0.3% | 0.18% | 0.0% |
Q4 2021 | $319,000 | +5.3% | 3,967 | +0.4% | 0.18% | -2.2% |
Q3 2021 | $303,000 | -1.6% | 3,953 | +0.6% | 0.19% | -3.6% |
Q2 2021 | $308,000 | +5.5% | 3,929 | 0.0% | 0.19% | -1.0% |
Q1 2021 | $292,000 | +9.4% | 3,929 | +0.2% | 0.20% | 0.0% |
Q4 2020 | $267,000 | +23.0% | 3,922 | +0.4% | 0.20% | +2.6% |
Q3 2020 | $217,000 | +5.9% | 3,906 | +0.7% | 0.19% | +2.7% |
Q2 2020 | $205,000 | +25.0% | 3,879 | 0.0% | 0.18% | +12.8% |
Q1 2020 | $164,000 | -29.3% | 3,879 | +35.6% | 0.16% | -7.3% |
Q4 2019 | $232,000 | +7.4% | 2,860 | -25.2% | 0.18% | -0.6% |
Q3 2019 | $216,000 | -0.9% | 3,825 | +0.3% | 0.18% | -3.8% |
Q2 2019 | $218,000 | +3.3% | 3,812 | 0.0% | 0.18% | +2.8% |
Q1 2019 | $211,000 | +15.9% | 3,812 | +0.3% | 0.18% | +1.7% |
Q4 2018 | $182,000 | -16.5% | 3,801 | +0.9% | 0.18% | -7.8% |
Q3 2018 | $218,000 | +11.8% | 3,768 | +5.8% | 0.19% | +9.1% |
Q2 2018 | $195,000 | +3.7% | 3,561 | 0.0% | 0.18% | +3.5% |
Q1 2018 | $188,000 | -0.5% | 3,561 | +0.3% | 0.17% | +6.9% |
Q4 2017 | $189,000 | – | 3,549 | – | 0.16% | – |
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% |