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 | $1,298,170 | -4.7% | 19,181 | 0.0% | 0.08% | +7.7% |
| Q2 2023 | $1,362,426 | +4.7% | 19,181 | 0.0% | 0.08% | -2.5% |
| Q1 2023 | $1,301,431 | +3.4% | 19,181 | 0.0% | 0.08% | -9.1% |
| Q4 2022 | $1,258,465 | +8.4% | 19,181 | 0.0% | 0.09% | -7.4% |
| Q3 2022 | $1,161,000 | -3.5% | 19,181 | 0.0% | 0.10% | -8.7% |
| Q2 2022 | $1,203,000 | -24.1% | 19,181 | -8.2% | 0.10% | -4.6% |
| Q1 2022 | $1,585,000 | -5.7% | 20,900 | +0.0% | 0.11% | -8.4% |
| Q4 2021 | $1,681,000 | +5.0% | 20,894 | +0.0% | 0.12% | -6.3% |
| Q3 2021 | $1,601,000 | -2.0% | 20,888 | +0.0% | 0.13% | -3.1% |
| Q2 2021 | $1,634,000 | +5.1% | 20,882 | +0.0% | 0.13% | +0.8% |
| Q1 2021 | $1,554,000 | +9.2% | 20,878 | +0.0% | 0.13% | +8.3% |
| Q4 2020 | $1,423,000 | +22.9% | 20,875 | +0.0% | 0.12% | +3.4% |
| Q3 2020 | $1,158,000 | +5.5% | 20,868 | +0.0% | 0.12% | +0.9% |
| Q2 2020 | $1,098,000 | +24.9% | 20,862 | +0.0% | 0.12% | +9.5% |
| Q1 2020 | $879,000 | -29.9% | 20,857 | +0.0% | 0.10% | -13.9% |
| Q4 2019 | $1,254,000 | +6.5% | 20,849 | +0.1% | 0.12% | +2.5% |
| Q3 2019 | $1,178,000 | -0.9% | 20,834 | +0.0% | 0.12% | +4.4% |
| Q2 2019 | $1,189,000 | +3.0% | 20,828 | 0.0% | 0.11% | 0.0% |
| Q1 2019 | $1,154,000 | +15.6% | 20,828 | +0.0% | 0.11% | +5.6% |
| Q4 2018 | $998,000 | – | 20,823 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |