SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,139,308 | -2.3% | 16,834 | +2.5% | 0.47% | -5.4% |
| Q2 2023 | $1,166,167 | +8.6% | 16,418 | +3.7% | 0.50% | -3.8% |
| Q1 2023 | $1,073,798 | +1.0% | 15,826 | +2.9% | 0.52% | -7.3% |
| Q4 2022 | $1,063,060 | +45.4% | 15,375 | +27.3% | 0.56% | +38.9% |
| Q3 2022 | $731,000 | -1.9% | 12,079 | +1.7% | 0.40% | +2.5% |
| Q2 2022 | $745,000 | -8.3% | 11,874 | +10.9% | 0.39% | +13.5% |
| Q1 2022 | $812,000 | -5.8% | 10,706 | -0.2% | 0.35% | +17.6% |
| Q4 2021 | $862,000 | +8.2% | 10,723 | +9.2% | 0.30% | -17.1% |
| Q3 2021 | $797,000 | +10.4% | 9,819 | +6.9% | 0.36% | +0.3% |
| Q2 2021 | $722,000 | +66.7% | 9,186 | +58.1% | 0.36% | +39.8% |
| Q1 2021 | $433,000 | +4.6% | 5,812 | 0.0% | 0.25% | -6.3% |
| Q4 2020 | $414,000 | +20.7% | 5,812 | -2.3% | 0.27% | +1.1% |
| Q3 2020 | $343,000 | -61.4% | 5,951 | -73.8% | 0.27% | -76.6% |
| Q1 2020 | $888,000 | -32.2% | 22,753 | +4.6% | 1.14% | -7.8% |
| Q4 2019 | $1,309,000 | – | 21,754 | – | 1.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |