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 | $365,927 | -21.9% | 5,469 | -15.0% | 0.25% | -6.5% |
| Q2 2023 | $468,343 | +5.5% | 6,431 | +0.2% | 0.26% | -3.3% |
| Q1 2023 | $443,908 | -3.2% | 6,421 | -2.2% | 0.27% | -2.5% |
| Q4 2022 | $458,511 | +5.9% | 6,566 | -2.2% | 0.28% | +8.6% |
| Q3 2022 | $433,000 | -6.5% | 6,713 | -0.1% | 0.26% | -21.2% |
| Q2 2022 | $463,000 | -11.5% | 6,717 | -4.2% | 0.33% | +20.3% |
| Q1 2022 | $523,000 | 0.0% | 7,013 | 0.0% | 0.27% | 0.0% |
| Q4 2021 | $523,000 | -9.5% | 7,013 | -3.0% | 0.27% | -1.5% |
| Q3 2021 | $578,000 | +1.0% | 7,231 | +0.2% | 0.28% | -15.9% |
| Q2 2021 | $572,000 | +4.0% | 7,215 | -0.6% | 0.33% | -12.6% |
| Q1 2021 | $550,000 | +10.2% | 7,255 | -1.4% | 0.37% | +17.6% |
| Q4 2020 | $499,000 | +15.8% | 7,358 | -2.2% | 0.32% | -12.2% |
| Q3 2020 | $431,000 | +3.4% | 7,523 | -0.3% | 0.36% | -16.2% |
| Q2 2020 | $417,000 | +4.8% | 7,543 | -9.3% | 0.43% | -32.9% |
| Q1 2020 | $398,000 | – | 8,314 | – | 0.64% | – |
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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% |