SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |