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 | $3,113,456 | -8.9% | 46,003 | -4.4% | 0.13% | +2.4% |
| Q2 2023 | $3,419,345 | +6.0% | 48,139 | +1.2% | 0.12% | +5.1% |
| Q1 2023 | $3,226,231 | +5.8% | 47,549 | +2.3% | 0.12% | -0.8% |
| Q4 2022 | $3,048,754 | +53.7% | 46,468 | +41.8% | 0.12% | +35.2% |
| Q3 2022 | $1,983,000 | -3.3% | 32,761 | +0.3% | 0.09% | +2.3% |
| Q2 2022 | $2,050,000 | -17.3% | 32,675 | +0.0% | 0.09% | -1.1% |
| Q1 2022 | $2,478,000 | -5.3% | 32,663 | +0.6% | 0.09% | -1.1% |
| Q4 2021 | $2,616,000 | +5.4% | 32,482 | +0.3% | 0.09% | -4.3% |
| Q3 2021 | $2,482,000 | +76.5% | 32,373 | +80.2% | 0.09% | +50.8% |
| Q2 2021 | $1,406,000 | +5.4% | 17,968 | +0.3% | 0.06% | -12.9% |
| Q1 2021 | $1,334,000 | +7.9% | 17,923 | -1.1% | 0.07% | -1.4% |
| Q4 2020 | $1,236,000 | +20.7% | 18,129 | -0.3% | 0.07% | +9.2% |
| Q3 2020 | $1,024,000 | +1212.8% | 18,175 | +1123.1% | 0.06% | +1200.0% |
| Q2 2020 | $78,000 | -78.8% | 1,486 | -83.0% | 0.01% | -83.3% |
| Q1 2020 | $368,000 | – | 8,729 | – | 0.03% | – |
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% |