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 | $683 | -4.7% | 10,088 | +0.0% | 0.11% | -2.8% |
Q2 2023 | $717 | -99.9% | 10,087 | -6.3% | 0.11% | -9.2% |
Q1 2023 | $730,512 | +3.0% | 10,767 | -0.4% | 0.12% | -4.0% |
Q4 2022 | $709,178 | +11.0% | 10,809 | +2.4% | 0.12% | -6.0% |
Q3 2022 | $639,000 | -3.5% | 10,559 | 0.0% | 0.13% | -0.7% |
Q2 2022 | $662,000 | -18.0% | 10,559 | -0.8% | 0.13% | -8.2% |
Q1 2022 | $807,000 | -9.4% | 10,639 | -4.0% | 0.15% | -9.3% |
Q4 2021 | $891,000 | +5.6% | 11,084 | +0.6% | 0.16% | -4.2% |
Q3 2021 | $844,000 | -2.5% | 11,013 | -0.5% | 0.17% | -1.8% |
Q2 2021 | $866,000 | +0.9% | 11,065 | -4.0% | 0.17% | -5.5% |
Q1 2021 | $858,000 | +7.4% | 11,530 | -1.7% | 0.18% | -2.7% |
Q4 2020 | $799,000 | +23.7% | 11,725 | +0.7% | 0.19% | +4.5% |
Q3 2020 | $646,000 | +6.4% | 11,640 | +0.9% | 0.18% | +3.5% |
Q2 2020 | $607,000 | +65.4% | 11,540 | +32.7% | 0.17% | +42.1% |
Q1 2020 | $367,000 | -45.5% | 8,695 | -22.4% | 0.12% | -28.8% |
Q4 2019 | $674,000 | +7.3% | 11,210 | +0.9% | 0.17% | -0.6% |
Q3 2019 | $628,000 | +14.8% | 11,110 | +15.8% | 0.17% | +14.8% |
Q2 2019 | $547,000 | -2.1% | 9,590 | -5.0% | 0.15% | -4.5% |
Q1 2019 | $559,000 | +50.3% | 10,095 | +30.0% | 0.16% | +31.1% |
Q4 2018 | $372,000 | +24.0% | 7,765 | +49.9% | 0.12% | +46.9% |
Q3 2018 | $300,000 | +15.4% | 5,180 | +9.5% | 0.08% | +9.5% |
Q2 2018 | $260,000 | – | 4,730 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |