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 | $334,339 | -6.4% | 4,940 | -1.8% | 0.12% | -0.9% |
| Q2 2023 | $357,281 | +103760.8% | 5,030 | -0.8% | 0.12% | 0.0% |
| Q1 2023 | $344 | +3.3% | 5,070 | -0.2% | 0.12% | +1.7% |
| Q4 2022 | $333 | -99.9% | 5,080 | +0.8% | 0.12% | +1.8% |
| Q3 2022 | $305,000 | -1.9% | 5,039 | +1.5% | 0.11% | +6.6% |
| Q2 2022 | $311,000 | -18.8% | 4,964 | -1.7% | 0.11% | -7.0% |
| Q1 2022 | $383,000 | -6.4% | 5,049 | -0.7% | 0.11% | -0.9% |
| Q4 2021 | $409,000 | -1.0% | 5,084 | -5.6% | 0.12% | -5.0% |
| Q3 2021 | $413,000 | -8.8% | 5,383 | -6.9% | 0.12% | -6.9% |
| Q2 2021 | $453,000 | +4.1% | 5,783 | -1.0% | 0.13% | -4.4% |
| Q1 2021 | $435,000 | +5.8% | 5,840 | -3.2% | 0.14% | -3.5% |
| Q4 2020 | $411,000 | +22.7% | 6,035 | 0.0% | 0.14% | -4.7% |
| Q3 2020 | $335,000 | +15.5% | 6,035 | +9.6% | 0.15% | +9.6% |
| Q2 2020 | $290,000 | +23.9% | 5,505 | -0.9% | 0.14% | -2.9% |
| Q1 2020 | $234,000 | -25.2% | 5,555 | +6.6% | 0.14% | +9.4% |
| Q4 2019 | $313,000 | +6.1% | 5,210 | -0.3% | 0.13% | -4.5% |
| Q3 2019 | $295,000 | -2.0% | 5,225 | -1.0% | 0.13% | -2.9% |
| Q2 2019 | $301,000 | +7.1% | 5,279 | +4.1% | 0.14% | +3.8% |
| Q1 2019 | $281,000 | -13.5% | 5,072 | -25.2% | 0.13% | -21.0% |
| Q4 2018 | $325,000 | -16.7% | 6,783 | +0.5% | 0.17% | -4.0% |
| Q3 2018 | $390,000 | +4.6% | 6,748 | -0.7% | 0.17% | -1.1% |
| Q2 2018 | $373,000 | +3.3% | 6,796 | -0.4% | 0.18% | -1.1% |
| Q1 2018 | $361,000 | -7.7% | 6,821 | -7.0% | 0.18% | -2.2% |
| Q4 2017 | $391,000 | -0.8% | 7,331 | -6.8% | 0.18% | -1.1% |
| Q3 2017 | $394,000 | +4.0% | 7,868 | 0.0% | 0.18% | +3.4% |
| Q2 2017 | $379,000 | +1.9% | 7,868 | +0.2% | 0.18% | -5.8% |
| Q1 2017 | $372,000 | -4.1% | 7,853 | -8.6% | 0.19% | -5.5% |
| Q4 2016 | $388,000 | +3.7% | 8,588 | 0.0% | 0.20% | +2.6% |
| Q3 2016 | $374,000 | +3.6% | 8,588 | -0.2% | 0.20% | +1.0% |
| Q2 2016 | $361,000 | +23.2% | 8,601 | +19.2% | 0.19% | +23.7% |
| Q1 2016 | $293,000 | +2.8% | 7,215 | +1.3% | 0.16% | +5.4% |
| Q4 2015 | $285,000 | +19.7% | 7,123 | +16.6% | 0.15% | +13.8% |
| Q3 2015 | $238,000 | -9.2% | 6,108 | -0.7% | 0.13% | -3.0% |
| Q2 2015 | $262,000 | – | 6,148 | – | 0.13% | – |
Download | ||||||
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% |