SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,845,099 | -17.4% | 307,995 | -13.3% | 3.20% | -6.3% |
| Q2 2023 | $25,246,074 | +5.4% | 355,428 | +0.6% | 3.41% | -0.9% |
| Q1 2023 | $23,961,917 | +10.0% | 353,160 | +6.4% | 3.44% | +12.8% |
| Q4 2022 | $21,779,189 | +9.2% | 331,949 | +0.8% | 3.05% | -7.5% |
| Q3 2022 | $19,937,000 | +45.3% | 329,367 | +50.6% | 3.30% | +25.1% |
| Q2 2022 | $13,721,000 | -8.1% | 218,724 | +11.1% | 2.64% | +2.2% |
| Q1 2022 | $14,930,000 | -1.8% | 196,822 | +4.1% | 2.58% | -1.5% |
| Q4 2021 | $15,200,000 | +20.1% | 188,990 | +14.5% | 2.62% | -54.9% |
| Q3 2021 | $12,651,000 | +21.7% | 165,029 | +24.2% | 5.82% | +11.6% |
| Q2 2021 | $10,396,000 | +20.6% | 132,833 | +14.7% | 5.22% | -4.5% |
| Q1 2021 | $8,620,000 | +23.5% | 115,823 | +13.1% | 5.46% | +8.2% |
| Q4 2020 | $6,979,000 | – | 102,375 | – | 5.05% | – |
Download | ||||||
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% |