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 2022 | $21,000 | -19.2% | 347 | -16.4% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -50.0% | 415 | -39.9% | 0.00% | -50.0% |
| Q1 2022 | $52,000 | -8.8% | 691 | -2.1% | 0.00% | 0.0% |
| Q4 2021 | $57,000 | +5.6% | 706 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $54,000 | +100.0% | 706 | +103.5% | 0.00% | +100.0% |
| Q2 2021 | $27,000 | 0.0% | 347 | -38.6% | 0.00% | -50.0% |
| Q4 2018 | $27,000 | -58.5% | 565 | -49.9% | 0.00% | -50.0% |
| Q3 2018 | $65,000 | -26.1% | 1,127 | -29.6% | 0.00% | -33.3% |
| Q2 2018 | $88,000 | – | 1,600 | – | 0.01% | – |
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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% |