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 | $14,759,790 | -5.5% | 218,082 | -0.8% | 1.76% | -0.7% |
| Q2 2023 | $15,612,559 | +1.8% | 219,802 | -2.7% | 1.77% | -2.2% |
| Q1 2023 | $15,329,211 | +100916.2% | 225,928 | -2.3% | 1.81% | +0.1% |
| Q4 2022 | $15,175 | -99.9% | 231,289 | -2.8% | 1.81% | +9.0% |
| Q3 2022 | $14,401,000 | -0.9% | 237,910 | +2.7% | 1.66% | +5.6% |
| Q2 2022 | $14,528,000 | -12.5% | 231,604 | +5.8% | 1.57% | -10.1% |
| Q1 2022 | $16,611,000 | -5.1% | 218,974 | +0.6% | 1.75% | +4.9% |
| Q4 2021 | $17,500,000 | +7.5% | 217,579 | +2.5% | 1.67% | -1.4% |
| Q3 2021 | $16,272,000 | +2.8% | 212,259 | +4.9% | 1.69% | -4.9% |
| Q2 2021 | $15,830,000 | +6.3% | 202,253 | +1.1% | 1.78% | -1.0% |
| Q1 2021 | $14,888,000 | +13.0% | 200,033 | +3.5% | 1.80% | +3.3% |
| Q4 2020 | $13,181,000 | +28.4% | 193,325 | +4.5% | 1.74% | +10.8% |
| Q3 2020 | $10,262,000 | +7.0% | 184,964 | +1.5% | 1.57% | +1.2% |
| Q2 2020 | $9,594,000 | +22.6% | 182,320 | -1.8% | 1.55% | +6.8% |
| Q1 2020 | $7,826,000 | -22.5% | 185,632 | +10.6% | 1.45% | -8.4% |
| Q4 2019 | $10,096,000 | +12.6% | 167,842 | +5.8% | 1.58% | +3.9% |
| Q3 2019 | $8,968,000 | +7.7% | 158,610 | +8.7% | 1.53% | +3.9% |
| Q2 2019 | $8,329,000 | +8.2% | 145,890 | +5.0% | 1.47% | +1.6% |
| Q1 2019 | $7,696,000 | +19.0% | 138,939 | +3.0% | 1.45% | +8.7% |
| Q4 2018 | $6,467,000 | -2.6% | 134,929 | +17.5% | 1.33% | +8.0% |
| Q3 2018 | $6,640,000 | +16.4% | 114,791 | +10.5% | 1.23% | +11.7% |
| Q2 2018 | $5,705,000 | +12.5% | 103,930 | +8.4% | 1.10% | +10.1% |
| Q1 2018 | $5,071,000 | +15.6% | 95,903 | +16.4% | 1.00% | +16.7% |
| Q4 2017 | $4,388,000 | +9.0% | 82,360 | +2.5% | 0.86% | +4.1% |
| Q3 2017 | $4,026,000 | +15.1% | 80,329 | +10.5% | 0.82% | +6.2% |
| Q2 2017 | $3,499,000 | +7.4% | 72,666 | +5.6% | 0.78% | +6.9% |
| Q1 2017 | $3,257,000 | +15.7% | 68,812 | +10.3% | 0.73% | +9.0% |
| Q4 2016 | $2,815,000 | +11.5% | 62,364 | +7.5% | 0.67% | +10.4% |
| Q3 2016 | $2,525,000 | +10.3% | 58,035 | +6.4% | 0.60% | +7.1% |
| Q2 2016 | $2,290,000 | -2.3% | 54,526 | -5.6% | 0.56% | -3.4% |
| Q1 2016 | $2,343,000 | -2.9% | 57,734 | -4.2% | 0.58% | -4.3% |
| Q4 2015 | $2,414,000 | -0.2% | 60,252 | -3.0% | 0.61% | -1.5% |
| Q3 2015 | $2,418,000 | -4.7% | 62,131 | +4.4% | 0.62% | +1.1% |
| Q2 2015 | $2,538,000 | -3.4% | 59,510 | -2.2% | 0.61% | -3.3% |
| Q1 2015 | $2,627,000 | +9.6% | 60,860 | +3.3% | 0.63% | +4.6% |
| Q4 2014 | $2,396,000 | +7.3% | 58,898 | +2.1% | 0.60% | +1.0% |
| Q3 2014 | $2,233,000 | +0.4% | 57,712 | +4.4% | 0.60% | +2.7% |
| Q2 2014 | $2,224,000 | +3.8% | 55,265 | -0.4% | 0.58% | -8.8% |
| Q1 2014 | $2,142,000 | +9.5% | 55,474 | +6.2% | 0.64% | +17.5% |
| Q4 2013 | $1,956,000 | +15.3% | 52,226 | +6.6% | 0.54% | +5.4% |
| Q3 2013 | $1,697,000 | +14.1% | 49,008 | +5.3% | 0.52% | +8.0% |
| Q2 2013 | $1,487,000 | – | 46,557 | – | 0.48% | – |
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% |