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 | $524,724 | -10.9% | 7,753 | -6.4% | 0.11% | -5.3% |
| Q2 2023 | $588,626 | +4.9% | 8,287 | +0.2% | 0.11% | 0.0% |
| Q1 2023 | $561,391 | -5.6% | 8,274 | -8.7% | 0.11% | -6.6% |
| Q4 2022 | $594,820 | +22.9% | 9,066 | +13.4% | 0.12% | +26.0% |
| Q3 2022 | $484,000 | +13.9% | 7,996 | +18.0% | 0.10% | +15.7% |
| Q2 2022 | $425,000 | +121.4% | 6,776 | +167.7% | 0.08% | +159.4% |
| Q1 2022 | $192,000 | -5.9% | 2,531 | 0.0% | 0.03% | -11.1% |
| Q4 2021 | $204,000 | +3.6% | 2,531 | -1.7% | 0.04% | -5.3% |
| Q3 2021 | $197,000 | -28.1% | 2,576 | -26.3% | 0.04% | -25.5% |
| Q2 2021 | $274,000 | +5.4% | 3,496 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $260,000 | +9.2% | 3,496 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $238,000 | +5.8% | 3,496 | -18.3% | 0.05% | -11.9% |
| Q2 2020 | $225,000 | -50.8% | 4,277 | -60.6% | 0.06% | -57.6% |
| Q1 2020 | $457,000 | -80.5% | 10,843 | -72.2% | 0.14% | -75.9% |
| Q4 2019 | $2,344,000 | +11.3% | 38,975 | +4.6% | 0.58% | +0.3% |
| Q3 2019 | $2,106,000 | -1.0% | 37,252 | 0.0% | 0.57% | -2.9% |
| Q2 2019 | $2,127,000 | +1.2% | 37,252 | -1.8% | 0.59% | -0.5% |
| Q1 2019 | $2,101,000 | +11.3% | 37,922 | -3.7% | 0.59% | -2.8% |
| Q4 2018 | $1,887,000 | +660.9% | 39,368 | +536.3% | 0.61% | +318.5% |
| Q4 2015 | $248,000 | -28.9% | 6,187 | -31.0% | 0.15% | -30.1% |
| Q3 2015 | $349,000 | +25.5% | 8,964 | +37.3% | 0.21% | +26.7% |
| Q2 2015 | $278,000 | -1.4% | 6,527 | 0.0% | 0.16% | -1.2% |
| Q1 2015 | $282,000 | +6.0% | 6,527 | 0.0% | 0.17% | -3.5% |
| Q4 2014 | $266,000 | +5.1% | 6,527 | 0.0% | 0.17% | -20.3% |
| Q3 2014 | $253,000 | -3.8% | 6,527 | 0.0% | 0.22% | -4.8% |
| Q2 2014 | $263,000 | – | 6,527 | – | 0.23% | – |
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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% |