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 | $677,071 | -4.7% | 10,004 | 0.0% | 0.32% | -3.6% |
| Q2 2023 | $710,584 | +4.7% | 10,004 | 0.0% | 0.34% | +0.6% |
| Q1 2023 | $678,771 | +3.4% | 10,004 | 0.0% | 0.34% | +5.7% |
| Q4 2022 | $656,362 | +8.3% | 10,004 | 0.0% | 0.32% | -3.6% |
| Q3 2022 | $606,000 | -4.0% | 10,004 | -0.5% | 0.33% | +4.1% |
| Q2 2022 | $631,000 | -17.3% | 10,056 | 0.0% | 0.32% | -12.7% |
| Q1 2022 | $763,000 | -6.3% | 10,056 | -0.6% | 0.36% | -2.7% |
| Q4 2021 | $814,000 | +4.9% | 10,117 | 0.0% | 0.37% | -2.1% |
| Q3 2021 | $776,000 | -2.0% | 10,117 | 0.0% | 0.38% | +10.8% |
| Q2 2021 | $792,000 | +5.2% | 10,117 | 0.0% | 0.34% | -3.4% |
| Q1 2021 | $753,000 | +8.2% | 10,117 | -0.9% | 0.36% | -1.4% |
| Q4 2020 | $696,000 | +23.4% | 10,208 | +0.4% | 0.36% | +1.7% |
| Q3 2020 | $564,000 | +6.0% | 10,172 | +0.7% | 0.35% | +4.4% |
| Q2 2020 | $532,000 | +25.8% | 10,101 | +0.6% | 0.34% | +13.8% |
| Q1 2020 | $423,000 | – | 10,038 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |