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 | $1,123 | -0.7% | 16,596 | +4.2% | 0.74% | +1.5% |
Q2 2023 | $1,131 | +5.9% | 15,929 | +1.2% | 0.73% | -0.8% |
Q1 2023 | $1,068 | +2.9% | 15,739 | -0.5% | 0.74% | -6.4% |
Q4 2022 | $1,038 | -99.8% | 15,821 | +55.9% | 0.79% | +60.1% |
Q3 2022 | $614,000 | +0.3% | 10,149 | +4.1% | 0.49% | -12.3% |
Q2 2022 | $612,000 | +2.9% | 9,751 | +24.4% | 0.56% | +16.8% |
Q1 2022 | $595,000 | -4.6% | 7,840 | +1.0% | 0.48% | -7.5% |
Q4 2021 | $624,000 | – | 7,759 | – | 0.52% | – |
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% |