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 | $210,868 | -5.5% | 3,116 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $223,080 | +6.6% | 3,141 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $209,338 | +3.5% | 3,085 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $202,245 | -13.9% | 3,083 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $235,000 | -4.1% | 3,101 | +2.0% | 0.01% | 0.0% |
| Q4 2021 | $245,000 | -2.0% | 3,041 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $250,000 | +5.9% | 3,038 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $236,000 | -62.2% | 3,036 | -71.9% | 0.01% | -71.9% |
| Q3 2018 | $624,000 | -11.9% | 10,794 | -16.3% | 0.03% | -20.0% |
| Q2 2018 | $708,000 | – | 12,896 | – | 0.04% | – |
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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% |