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 | $2,353 | -3.3% | 34,768 | +1.5% | 2.58% | +3.4% |
| Q2 2023 | $2,434 | +2.8% | 34,270 | -1.8% | 2.50% | -10.2% |
| Q1 2023 | $2,368 | -4.5% | 34,900 | -7.6% | 2.78% | -6.0% |
| Q4 2022 | $2,479 | -99.9% | 37,787 | -11.9% | 2.96% | +4.4% |
| Q3 2022 | $2,596,000 | -7.2% | 42,892 | -3.8% | 2.84% | -1.0% |
| Q2 2022 | $2,797,000 | -19.0% | 44,592 | -2.0% | 2.86% | +10.6% |
| Q1 2022 | $3,453,000 | -22.8% | 45,522 | -18.1% | 2.59% | -9.2% |
| Q4 2021 | $4,472,000 | – | 55,602 | – | 2.85% | – |
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% |