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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,334,227 | +7.7% | 35,577 | -0.7% | 1.92% | +5.1% |
| Q3 2022 | $2,168,000 | -8.3% | 35,819 | -5.4% | 1.83% | -3.8% |
| Q2 2022 | $2,365,000 | -49.3% | 37,862 | -38.5% | 1.90% | -31.8% |
| Q1 2022 | $4,669,000 | -4.5% | 61,545 | +1.3% | 2.79% | +6.6% |
| Q4 2021 | $4,887,000 | +6.2% | 60,763 | +1.3% | 2.61% | -4.7% |
| Q3 2021 | $4,600,000 | -0.9% | 60,005 | +1.2% | 2.74% | -0.7% |
| Q2 2021 | $4,640,000 | +0.5% | 59,285 | -3.9% | 2.76% | -7.3% |
| Q1 2021 | $4,617,000 | +7.7% | 61,681 | -1.6% | 2.98% | -2.3% |
| Q4 2020 | $4,287,000 | +27.6% | 62,705 | +3.5% | 3.05% | -9.6% |
| Q3 2020 | $3,361,000 | +155.0% | 60,572 | +92.3% | 3.37% | +117.2% |
| Q1 2020 | $1,318,000 | -31.3% | 31,491 | -1.3% | 1.55% | -13.7% |
| Q4 2019 | $1,919,000 | – | 31,903 | – | 1.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |