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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $68 | +3.0% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $66 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 2 | -75.0% | 0.00% | -100.0% |
| Q3 2021 | $1,000 | 0.0% | 8 | -42.9% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 14 | -6.7% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | -50.0% | 15 | -55.9% | 0.00% | -50.0% |
| Q4 2020 | $2,000 | 0.0% | 34 | -15.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -99.9% | 40 | -99.9% | 0.00% | -99.9% |
| Q2 2020 | $1,909,000 | +17.8% | 36,286 | -5.6% | 2.10% | +6.2% |
| Q1 2020 | $1,621,000 | -28.6% | 38,447 | +1.8% | 1.98% | -2.2% |
| Q4 2019 | $2,271,000 | – | 37,756 | – | 2.02% | – |
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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% |