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 | $5,642,658 | +6.8% | 83,373 | +12.1% | 0.65% | +8.2% |
| Q2 2023 | $5,282,836 | +15.9% | 74,375 | +10.7% | 0.60% | +9.3% |
| Q1 2023 | $4,557,427 | -60.7% | 67,169 | -62.0% | 0.55% | -64.2% |
| Q4 2022 | $11,600,675 | +9.5% | 176,813 | +1.0% | 1.53% | -1.7% |
| Q3 2022 | $10,595,000 | +2.3% | 175,043 | +6.1% | 1.56% | +2.8% |
| Q2 2022 | $10,353,000 | -15.8% | 165,038 | +1.9% | 1.51% | -3.1% |
| Q1 2022 | $12,292,000 | +9.8% | 162,037 | +16.4% | 1.56% | +5.3% |
| Q4 2021 | $11,199,000 | +21.6% | 139,241 | +16.0% | 1.48% | -10.5% |
| Q3 2021 | $9,206,000 | +5.7% | 120,086 | +7.9% | 1.66% | +5.3% |
| Q2 2021 | $8,711,000 | +15.9% | 111,293 | +10.2% | 1.58% | -3.8% |
| Q1 2021 | $7,517,000 | +11.1% | 100,997 | +1.7% | 1.64% | +38.5% |
| Q4 2020 | $6,769,000 | – | 99,279 | – | 1.18% | – |
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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% |