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 | $35,194 | -4.7% | 520 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $36,936 | +4.7% | 520 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $35,282 | +3.4% | 520 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $34,117 | +10.1% | 520 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -6.1% | 520 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -15.4% | 520 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | 0.0% | 520 | +6.8% | 0.00% | +100.0% |
| Q4 2021 | $39,000 | +5.4% | 487 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $37,000 | -2.6% | 487 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | -19.1% | 487 | -20.3% | 0.00% | 0.0% |
| Q1 2021 | $47,000 | +30.6% | 611 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | +24.1% | 608 | +12.2% | 0.00% | -50.0% |
| Q3 2020 | $29,000 | +7.4% | 542 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $27,000 | -44.9% | 542 | -54.3% | 0.00% | -33.3% |
| Q1 2020 | $49,000 | -31.0% | 1,186 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $71,000 | -36.6% | 1,186 | -40.6% | 0.00% | -42.9% |
| Q3 2019 | $112,000 | -1.8% | 1,996 | -0.6% | 0.01% | 0.0% |
| Q2 2019 | $114,000 | +2.7% | 2,009 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $111,000 | -5.9% | 2,009 | -19.3% | 0.01% | -22.2% |
| Q4 2018 | $118,000 | -18.1% | 2,489 | -0.2% | 0.01% | -10.0% |
| Q3 2018 | $144,000 | +44.0% | 2,493 | +36.5% | 0.01% | +25.0% |
| Q2 2018 | $100,000 | +7.5% | 1,826 | +2.8% | 0.01% | 0.0% |
| Q1 2018 | $93,000 | +78.8% | 1,776 | +78.7% | 0.01% | +60.0% |
| Q4 2017 | $52,000 | +6.1% | 994 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $49,000 | – | 994 | – | 0.01% | – |
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% |