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 | $7,348,078 | +2.5% | 108,571 | +7.5% | 0.03% | +211.1% |
| Q2 2023 | $7,171,636 | +1.5% | 100,966 | -3.1% | 0.01% | -93.6% |
| Q1 2023 | $7,068,952 | +4.0% | 104,185 | +0.6% | 0.14% | +64.0% |
| Q4 2022 | $6,796,923 | +0.9% | 103,596 | -6.9% | 0.09% | +1.2% |
| Q3 2022 | $6,735,000 | +20.4% | 111,273 | +24.7% | 0.08% | +23.2% |
| Q2 2022 | $5,596,000 | +7.7% | 89,215 | +30.2% | 0.07% | +27.8% |
| Q1 2022 | $5,197,000 | -25.5% | 68,509 | -20.9% | 0.05% | -19.4% |
| Q4 2021 | $6,974,000 | +2906.0% | 86,598 | +1476.8% | 0.07% | +857.1% |
| Q1 2020 | $232,000 | -29.7% | 5,492 | 0.0% | 0.01% | -22.2% |
| Q4 2019 | $330,000 | +6.1% | 5,492 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $311,000 | -1.3% | 5,492 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $315,000 | +17.5% | 5,492 | +13.7% | 0.01% | 0.0% |
| Q1 2019 | $268,000 | – | 4,830 | – | 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% |