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 | $45,752 | +2.4% | 676 | +7.5% | 0.01% | +8.3% |
| Q2 2023 | $44,678 | +26.6% | 629 | +21.0% | 0.01% | +20.0% |
| Q1 2023 | $35,282 | +4.0% | 520 | +0.6% | 0.01% | +11.1% |
| Q4 2022 | $33,920 | -72.6% | 517 | -74.7% | 0.01% | -78.0% |
| Q3 2022 | $124,000 | +2.5% | 2,043 | +5.7% | 0.04% | +5.1% |
| Q2 2022 | $121,000 | -8.3% | 1,932 | +11.4% | 0.04% | +5.4% |
| Q1 2022 | $132,000 | 0.0% | 1,734 | +5.3% | 0.04% | +2.8% |
| Q4 2021 | $132,000 | +12.8% | 1,647 | +7.9% | 0.04% | 0.0% |
| Q3 2021 | $117,000 | 0.0% | 1,526 | +1.9% | 0.04% | +2.9% |
| Q2 2021 | $117,000 | +24.5% | 1,497 | +18.2% | 0.04% | +20.7% |
| Q1 2021 | $94,000 | +14.6% | 1,266 | +4.8% | 0.03% | +16.0% |
| Q4 2020 | $82,000 | +24.2% | 1,208 | +1.2% | 0.02% | +13.6% |
| Q3 2020 | $66,000 | -25.8% | 1,194 | -27.8% | 0.02% | -33.3% |
| Q2 2020 | $89,000 | +12.7% | 1,653 | -12.2% | 0.03% | -5.7% |
| Q1 2020 | $79,000 | -84.0% | 1,882 | -77.1% | 0.04% | -80.7% |
| Q4 2019 | $495,000 | +25.3% | 8,235 | +17.8% | 0.18% | +20.7% |
| Q3 2019 | $395,000 | +3.9% | 6,990 | +5.0% | 0.15% | +2.0% |
| Q2 2019 | $380,000 | +6.4% | 6,660 | +3.4% | 0.15% | +6.5% |
| Q1 2019 | $357,000 | – | 6,443 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |