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 | $22,199 | -14.6% | 328 | -10.4% | 0.01% | -7.7% |
| Q2 2023 | $25,997 | +2.4% | 366 | -2.1% | 0.01% | -7.1% |
| Q1 2023 | $25,376 | +3.4% | 374 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $24,538 | +6.7% | 374 | 0.0% | 0.01% | -6.7% |
| Q3 2022 | $23,000 | 0.0% | 374 | 0.0% | 0.02% | +15.4% |
| Q2 2022 | $23,000 | -23.3% | 374 | 0.0% | 0.01% | -13.3% |
| Q4 2021 | $30,000 | +3.4% | 374 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $29,000 | -37.0% | 374 | -37.0% | 0.02% | -36.0% |
| Q2 2021 | $46,000 | -2.1% | 594 | -5.4% | 0.02% | -7.4% |
| Q1 2021 | $47,000 | +14.6% | 628 | +2.3% | 0.03% | -3.6% |
| Q4 2020 | $41,000 | +41.4% | 614 | +9.3% | 0.03% | -6.7% |
| Q2 2020 | $29,000 | -62.8% | 562 | -69.7% | 0.03% | -69.7% |
| Q1 2020 | $78,000 | – | 1,856 | – | 0.10% | – |
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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% |