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 | $339,282 | -3.7% | 5,013 | +1.0% | 0.26% | -1.9% |
| Q2 2023 | $352,486 | +8.5% | 4,962 | +3.6% | 0.26% | +3.5% |
| Q1 2023 | $324,923 | +3.8% | 4,789 | +0.3% | 0.25% | -6.6% |
| Q4 2022 | $313,174 | +10.3% | 4,773 | +1.6% | 0.27% | +13.3% |
| Q3 2022 | $284,000 | -3.1% | 4,697 | +0.4% | 0.24% | +0.8% |
| Q2 2022 | $293,000 | -17.0% | 4,678 | +0.4% | 0.24% | -10.9% |
| Q1 2022 | $353,000 | -2.8% | 4,659 | +3.1% | 0.27% | -2.6% |
| Q4 2021 | $363,000 | +6.5% | 4,517 | +1.3% | 0.27% | -7.1% |
| Q3 2021 | $341,000 | -2.0% | 4,457 | +0.3% | 0.30% | +4.2% |
| Q2 2021 | $348,000 | +5.5% | 4,443 | +0.2% | 0.28% | -0.7% |
| Q1 2021 | $330,000 | – | 4,432 | – | 0.28% | – |
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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% |