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 2022 | $470,161 | +10.9% | 7,166 | +2.2% | 0.23% | +6.9% |
| Q3 2022 | $424,000 | -18.3% | 7,009 | -15.3% | 0.22% | -16.9% |
| Q2 2022 | $519,000 | -41.4% | 8,276 | -29.1% | 0.26% | -36.4% |
| Q1 2022 | $885,000 | +2.5% | 11,671 | +8.7% | 0.41% | +16.5% |
| Q4 2021 | $863,000 | +39.0% | 10,735 | +32.5% | 0.35% | +30.0% |
| Q3 2021 | $621,000 | -1.6% | 8,101 | +0.5% | 0.27% | -6.6% |
| Q2 2021 | $631,000 | +30.4% | 8,062 | +24.1% | 0.29% | +7.0% |
| Q1 2021 | $484,000 | -5.1% | 6,498 | -13.1% | 0.27% | -17.9% |
| Q4 2020 | $510,000 | +21.1% | 7,479 | -1.3% | 0.33% | +11.1% |
| Q3 2020 | $421,000 | +2.7% | 7,581 | -2.7% | 0.30% | -0.7% |
| Q2 2020 | $410,000 | -43.8% | 7,788 | -35.8% | 0.30% | -42.9% |
| Q4 2019 | $729,000 | +10.1% | 12,125 | +7.3% | 0.52% | +6.7% |
| Q3 2019 | $662,000 | +0.5% | 11,304 | -2.1% | 0.49% | -7.4% |
| Q2 2019 | $659,000 | – | 11,546 | – | 0.53% | – |
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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% |