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 | $1,188,643 | -15.7% | 17,563 | -11.5% | 0.05% | -13.2% |
| Q2 2023 | $1,410,017 | -21.7% | 19,851 | -25.2% | 0.05% | -22.1% |
| Q1 2023 | $1,800,671 | -20.1% | 26,539 | -22.7% | 0.07% | -24.4% |
| Q4 2022 | $2,252,785 | +88.4% | 34,336 | +73.8% | 0.09% | +80.0% |
| Q3 2022 | $1,196,000 | -40.7% | 19,759 | -38.5% | 0.05% | -38.3% |
| Q2 2022 | $2,017,000 | +32.5% | 32,150 | +60.3% | 0.08% | +44.6% |
| Q1 2022 | $1,522,000 | -10.5% | 20,061 | -5.1% | 0.06% | -6.7% |
| Q4 2021 | $1,700,000 | +2.1% | 21,136 | -2.7% | 0.06% | -7.7% |
| Q3 2021 | $1,665,000 | +1.0% | 21,724 | +3.1% | 0.06% | +1.6% |
| Q2 2021 | $1,649,000 | +4.6% | 21,064 | -0.6% | 0.06% | -1.5% |
| Q1 2021 | $1,577,000 | +6.6% | 21,189 | -2.4% | 0.06% | +1.6% |
| Q4 2020 | $1,480,000 | +385.2% | 21,700 | +294.2% | 0.06% | +326.7% |
| Q3 2020 | $305,000 | +16.4% | 5,505 | +10.7% | 0.02% | +7.1% |
| Q2 2020 | $262,000 | +19.6% | 4,973 | -4.5% | 0.01% | +7.7% |
| Q1 2020 | $219,000 | -43.7% | 5,205 | -19.6% | 0.01% | -35.0% |
| Q4 2019 | $389,000 | +16.1% | 6,474 | +9.3% | 0.02% | +11.1% |
| Q3 2019 | $335,000 | -2.9% | 5,921 | -2.0% | 0.02% | -5.3% |
| Q2 2019 | $345,000 | -0.9% | 6,039 | -3.9% | 0.02% | -5.0% |
| Q1 2019 | $348,000 | +19.2% | 6,283 | +2.9% | 0.02% | +11.1% |
| Q4 2018 | $292,000 | -7.9% | 6,103 | +11.4% | 0.02% | 0.0% |
| Q3 2018 | $317,000 | -5.1% | 5,478 | -10.0% | 0.02% | -10.0% |
| Q2 2018 | $334,000 | -1.2% | 6,086 | -4.8% | 0.02% | -4.8% |
| Q1 2018 | $338,000 | -2.3% | 6,391 | -1.7% | 0.02% | 0.0% |
| Q4 2017 | $346,000 | +6.1% | 6,499 | -0.1% | 0.02% | 0.0% |
| Q3 2017 | $326,000 | +3.5% | 6,507 | -0.5% | 0.02% | 0.0% |
| Q2 2017 | $315,000 | -3.7% | 6,540 | -5.3% | 0.02% | -8.7% |
| Q1 2017 | $327,000 | +5.1% | 6,905 | +0.1% | 0.02% | 0.0% |
| Q4 2016 | $311,000 | +2.0% | 6,898 | -1.5% | 0.02% | -4.2% |
| Q3 2016 | $305,000 | +4.1% | 7,000 | +0.3% | 0.02% | 0.0% |
| Q2 2016 | $293,000 | – | 6,977 | – | 0.02% | – |
Download | ||||||
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% |