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 2023 | $601,850 | -9.7% | 8,222 | -18.5% | 0.30% | -17.2% |
| Q3 2023 | $666,852 | -12.3% | 10,087 | -5.3% | 0.37% | -3.4% |
| Q2 2023 | $760,089 | -2.1% | 10,647 | -4.7% | 0.38% | -7.6% |
| Q4 2022 | $776,007 | +12.0% | 11,172 | -2.4% | 0.41% | +38.0% |
| Q3 2022 | $693,000 | -10.7% | 11,444 | -7.5% | 0.30% | +7.6% |
| Q2 2022 | $776,000 | +5073.3% | 12,376 | +6279.4% | 0.28% | +5420.0% |
| Q1 2022 | $15,000 | – | 194 | – | 0.01% | – |
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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% |