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 | $2,803,677 | -5.3% | 41,425 | -0.7% | 0.43% | +1.2% |
| Q2 2023 | $2,961,830 | +8.9% | 41,698 | +4.0% | 0.43% | +2.6% |
| Q1 2023 | $2,719,426 | +2.1% | 40,080 | -1.3% | 0.42% | -9.2% |
| Q4 2022 | $2,663,496 | +8.7% | 40,596 | +0.3% | 0.46% | +3.2% |
| Q3 2022 | $2,450,000 | -6.4% | 40,481 | -3.0% | 0.44% | -2.6% |
| Q2 2022 | $2,618,000 | -34.6% | 41,729 | -16.2% | 0.46% | -9.9% |
| Q1 2022 | $4,003,000 | 0.0% | 49,771 | 0.0% | 0.51% | +0.2% |
| Q4 2021 | $4,003,000 | +5.0% | 49,771 | +0.0% | 0.50% | -2.3% |
| Q3 2021 | $3,814,000 | -2.7% | 49,758 | -0.6% | 0.52% | -3.2% |
| Q2 2021 | $3,918,000 | +5.3% | 50,060 | +0.2% | 0.53% | -7.0% |
| Q1 2021 | $3,720,000 | +14.4% | 49,976 | +4.7% | 0.57% | +14.3% |
| Q4 2020 | $3,253,000 | +24.9% | 47,711 | +1.6% | 0.50% | +4.6% |
| Q3 2020 | $2,605,000 | +6.2% | 46,947 | +0.7% | 0.48% | -6.8% |
| Q2 2020 | $2,453,000 | +28.2% | 46,615 | +2.7% | 0.52% | -21.7% |
| Q1 2020 | $1,913,000 | -30.6% | 45,385 | -1.0% | 0.66% | -15.7% |
| Q4 2019 | $2,757,000 | +1.7% | 45,831 | -4.4% | 0.78% | -6.8% |
| Q3 2019 | $2,712,000 | +1.9% | 47,958 | +2.9% | 0.84% | -1.3% |
| Q2 2019 | $2,661,000 | +6.3% | 46,619 | +3.1% | 0.85% | -5.9% |
| Q1 2019 | $2,504,000 | +19.5% | 45,210 | +3.4% | 0.90% | +3.0% |
| Q4 2018 | $2,095,000 | -13.6% | 43,717 | +4.2% | 0.88% | +0.3% |
| Q3 2018 | $2,426,000 | +6.5% | 41,949 | +1.1% | 0.87% | -1.9% |
| Q2 2018 | $2,278,000 | +6.8% | 41,508 | +3.0% | 0.89% | -0.2% |
| Q1 2018 | $2,132,000 | +7.2% | 40,317 | +8.0% | 0.89% | +50.7% |
| Q4 2017 | $1,989,000 | +10.1% | 37,347 | +3.6% | 0.59% | +2.4% |
| Q3 2017 | $1,806,000 | +6.5% | 36,041 | +2.3% | 0.58% | +3.4% |
| Q2 2017 | $1,696,000 | +11.0% | 35,221 | +9.1% | 0.56% | +7.1% |
| Q1 2017 | $1,528,000 | +13.2% | 32,289 | +7.9% | 0.52% | +3.4% |
| Q4 2016 | $1,350,000 | +23.5% | 29,917 | +19.1% | 0.50% | +21.4% |
| Q3 2016 | $1,093,000 | +19.3% | 25,124 | +15.2% | 0.42% | +17.5% |
| Q2 2016 | $916,000 | +58.5% | 21,811 | +53.1% | 0.35% | +39.4% |
| Q1 2016 | $578,000 | – | 14,248 | – | 0.25% | – |
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% |