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 | $321,506 | -5.0% | 4,750 | -0.3% | 0.03% | -3.7% |
| Q2 2023 | $338,528 | +3.0% | 4,766 | -1.6% | 0.03% | -3.6% |
| Q1 2023 | $328,679 | +101344.1% | 4,844 | -1.9% | 0.03% | -6.7% |
| Q4 2022 | $324 | -99.9% | 4,938 | +1.9% | 0.03% | 0.0% |
| Q3 2022 | $293,000 | -21.0% | 4,848 | -18.0% | 0.03% | -9.1% |
| Q2 2022 | $371,000 | -23.2% | 5,912 | -7.1% | 0.03% | -15.4% |
| Q1 2022 | $483,000 | -10.6% | 6,365 | -5.3% | 0.04% | -11.4% |
| Q4 2021 | $540,000 | +19.2% | 6,718 | +13.6% | 0.04% | -6.4% |
| Q3 2021 | $453,000 | -30.2% | 5,915 | -28.7% | 0.05% | -27.7% |
| Q2 2021 | $649,000 | +8.0% | 8,291 | +2.7% | 0.06% | +3.2% |
| Q1 2021 | $601,000 | -42.8% | 8,075 | -47.6% | 0.06% | -46.6% |
| Q4 2020 | $1,051,000 | -33.3% | 15,422 | -45.7% | 0.12% | -46.8% |
| Q3 2020 | $1,575,000 | -74.1% | 28,383 | -75.5% | 0.22% | -76.1% |
| Q2 2020 | $6,085,000 | +792.2% | 115,643 | +614.4% | 0.93% | +618.6% |
| Q1 2020 | $682,000 | +37.8% | 16,188 | +96.5% | 0.13% | +44.9% |
| Q4 2019 | $495,000 | – | 8,239 | – | 0.09% | – |
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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% |