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 | ||||
|---|---|---|---|---|---|---|
| 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. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |