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 | $7,505,358 | -4.6% | 110,895 | +0.1% | 0.12% | -4.0% |
Q2 2023 | $7,868,094 | +4.1% | 110,771 | -0.6% | 0.13% | -3.8% |
Q1 2023 | $7,560,967 | -1.3% | 111,437 | -4.5% | 0.13% | -5.8% |
Q4 2022 | $7,656,822 | -0.9% | 116,702 | -8.6% | 0.14% | -15.2% |
Q3 2022 | $7,725,000 | -4.1% | 127,617 | -0.6% | 0.16% | -0.6% |
Q2 2022 | $8,058,000 | +133.9% | 128,449 | +182.8% | 0.16% | +157.8% |
Q1 2022 | $3,445,000 | -2.6% | 45,413 | +3.3% | 0.06% | -9.9% |
Q4 2021 | $3,537,000 | – | 43,980 | – | 0.07% | – |
Download |
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% |