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 | $15,905 | -71.9% | 235 | -70.5% | 0.00% | – |
| Q2 2023 | $56,611 | +4291.9% | 797 | +4094.7% | 0.00% | – |
| Q1 2023 | $1,289 | -87.3% | 19 | -87.7% | 0.00% | – |
| Q4 2022 | $10,170 | -15.2% | 155 | -18.4% | 0.00% | – |
| Q2 2022 | $12,000 | -99.0% | 190 | -98.8% | 0.00% | -100.0% |
| Q1 2022 | $1,171,000 | +1246.0% | 15,440 | +1332.3% | 0.01% | – |
| Q4 2021 | $87,000 | -47.3% | 1,078 | -49.8% | 0.00% | -100.0% |
| Q3 2021 | $165,000 | +415.6% | 2,148 | +420.1% | 0.00% | – |
| Q2 2021 | $32,000 | -88.7% | 413 | -89.2% | 0.00% | -100.0% |
| Q1 2021 | $284,000 | +879.3% | 3,812 | +812.0% | 0.00% | – |
| Q4 2020 | $29,000 | -21.6% | 418 | -37.2% | 0.00% | – |
| Q3 2020 | $37,000 | – | 666 | – | 0.00% | – |
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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% |