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 | $2,259,943 | +265.6% | 33,392 | +283.7% | 0.02% | +257.1% |
Q2 2023 | $618,070 | +3.2% | 8,702 | -1.4% | 0.01% | 0.0% |
Q1 2023 | $598,700 | -41.0% | 8,824 | -42.9% | 0.01% | -50.0% |
Q4 2022 | $1,014,049 | +13.3% | 15,456 | +4.5% | 0.01% | 0.0% |
Q3 2022 | $895,000 | +17.3% | 14,786 | +21.6% | 0.01% | +16.7% |
Q2 2022 | $763,000 | -1.8% | 12,164 | +19.0% | 0.01% | +9.1% |
Q1 2022 | $777,000 | +1.6% | 10,226 | +7.5% | 0.01% | -8.3% |
Q4 2021 | $765,000 | +35.2% | 9,514 | +28.8% | 0.01% | +33.3% |
Q3 2021 | $566,000 | +49.7% | 7,387 | +53.9% | 0.01% | +28.6% |
Q2 2021 | $378,000 | +14.2% | 4,801 | -19.3% | 0.01% | +40.0% |
Q3 2020 | $331,000 | -32.0% | 5,949 | -48.6% | 0.01% | -66.7% |
Q1 2020 | $487,000 | +30.6% | 11,572 | +86.7% | 0.02% | +66.7% |
Q4 2019 | $373,000 | – | 6,198 | – | 0.01% | – |
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% |