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 | $1,704,859 | -16.7% | 25,190 | -12.6% | 0.00% | – |
| Q2 2023 | $2,047,156 | -41.5% | 28,821 | -44.1% | 0.00% | -100.0% |
| Q1 2023 | $3,501,264 | +41.5% | 51,603 | +36.8% | 0.00% | 0.0% |
| Q4 2022 | $2,474,481 | +6.9% | 37,715 | -1.4% | 0.00% | 0.0% |
| Q3 2022 | $2,315,000 | +9.6% | 38,248 | +13.6% | 0.00% | – |
| Q2 2022 | $2,113,000 | -21.3% | 33,682 | -4.9% | 0.00% | – |
| Q1 2022 | $2,686,000 | -7.9% | 35,404 | -2.4% | 0.00% | – |
| Q4 2021 | $2,917,000 | +179.9% | 36,271 | +166.8% | 0.00% | – |
| Q3 2021 | $1,042,000 | -38.1% | 13,597 | -36.8% | 0.00% | – |
| Q2 2021 | $1,683,000 | +5.0% | 21,507 | -0.1% | 0.00% | – |
| Q1 2021 | $1,603,000 | +4.3% | 21,538 | -4.4% | 0.00% | – |
| Q4 2020 | $1,537,000 | +118.6% | 22,538 | +77.9% | 0.00% | – |
| Q3 2020 | $703,000 | +189.3% | 12,672 | +174.5% | 0.00% | – |
| Q2 2020 | $243,000 | +2.5% | 4,617 | -17.8% | 0.00% | – |
| Q1 2020 | $237,000 | -14.7% | 5,617 | +21.7% | 0.00% | – |
| Q4 2019 | $278,000 | +6.5% | 4,617 | 0.0% | 0.00% | – |
| Q3 2019 | $261,000 | -1.5% | 4,617 | -0.4% | 0.00% | – |
| Q2 2019 | $265,000 | -7.7% | 4,636 | -10.5% | 0.00% | – |
| Q1 2019 | $287,000 | +16.2% | 5,178 | +0.4% | 0.00% | – |
| Q4 2018 | $247,000 | -14.8% | 5,159 | +2.8% | 0.00% | – |
| Q3 2018 | $290,000 | +5.5% | 5,019 | 0.0% | 0.00% | – |
| Q2 2018 | $275,000 | +3.8% | 5,019 | 0.0% | 0.00% | – |
| Q1 2018 | $265,000 | -34.6% | 5,019 | -34.0% | 0.00% | – |
| Q4 2017 | $405,000 | – | 7,609 | – | 0.00% | – |
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% |