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 | $696,969 | -4.7% | 10,298 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $731,467 | +4.7% | 10,298 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $698,719 | +103260.8% | 10,298 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $676 | -99.9% | 10,298 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $623,000 | -3.6% | 10,298 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $646,000 | -17.3% | 10,298 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $781,000 | -5.7% | 10,298 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $828,000 | +4.9% | 10,298 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $789,000 | +143.5% | 10,298 | +148.9% | 0.01% | +150.0% |
| Q2 2021 | $324,000 | +5.2% | 4,138 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $308,000 | – | 4,138 | – | 0.00% | – |
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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% |