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 | $11,088,131 | -6.4% | 163,832 | -1.8% | 5.42% | -0.1% |
| Q2 2023 | $11,846,861 | +4.7% | 166,787 | +0.1% | 5.43% | +3.9% |
| Q1 2023 | $11,310,399 | +10.9% | 166,697 | +7.2% | 5.22% | -0.7% |
| Q4 2022 | $10,200,611 | -1.0% | 155,473 | -8.6% | 5.26% | -1.2% |
| Q3 2022 | $10,299,000 | -6.9% | 170,154 | -3.5% | 5.33% | -0.2% |
| Q2 2022 | $11,065,000 | -17.5% | 176,396 | -0.2% | 5.34% | -8.1% |
| Q1 2022 | $13,414,000 | -5.1% | 176,820 | +0.6% | 5.81% | -7.3% |
| Q4 2021 | $14,132,000 | +0.6% | 175,702 | -4.1% | 6.26% | -6.4% |
| Q3 2021 | $14,043,000 | -9.8% | 183,190 | -7.9% | 6.69% | -11.0% |
| Q2 2021 | $15,564,000 | +0.4% | 198,851 | -4.5% | 7.52% | -4.7% |
| Q1 2021 | $15,505,000 | +8.3% | 208,320 | -0.8% | 7.88% | +1.9% |
| Q4 2020 | $14,319,000 | +21.2% | 210,025 | -1.3% | 7.74% | +7.6% |
| Q3 2020 | $11,810,000 | +4.1% | 212,865 | -1.3% | 7.19% | -1.6% |
| Q2 2020 | $11,350,000 | +22.4% | 215,704 | -2.0% | 7.30% | +3.9% |
| Q1 2020 | $9,275,000 | -30.6% | 219,996 | -1.0% | 7.03% | -20.0% |
| Q4 2019 | $13,367,000 | +7.7% | 222,232 | +1.2% | 8.78% | +0.9% |
| Q3 2019 | $12,414,000 | +1.7% | 219,566 | +2.7% | 8.70% | -3.5% |
| Q2 2019 | $12,208,000 | +4.0% | 213,835 | +0.9% | 9.02% | +4.1% |
| Q1 2019 | $11,742,000 | +14.3% | 211,985 | -1.1% | 8.66% | -4.5% |
| Q4 2018 | $10,270,000 | – | 214,271 | – | 9.06% | – |
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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% |