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 | $7,235,264 | -6.4% | 106,904 | -1.8% | 1.35% | -0.4% |
| Q2 2023 | $7,733,797 | +5.8% | 108,881 | +1.0% | 1.35% | +8.0% |
| Q1 2023 | $7,311,135 | +2.4% | 107,754 | -1.0% | 1.25% | +3.0% |
| Q4 2022 | $7,137,780 | +9.1% | 108,791 | +0.6% | 1.22% | -0.5% |
| Q3 2022 | $6,544,000 | -7.3% | 108,110 | -3.9% | 1.22% | -5.5% |
| Q2 2022 | $7,060,000 | -19.4% | 112,550 | -2.5% | 1.30% | -17.4% |
| Q1 2022 | $8,761,000 | -6.8% | 115,492 | -1.2% | 1.57% | -11.2% |
| Q4 2021 | $9,404,000 | +3.1% | 116,926 | -1.7% | 1.77% | -6.4% |
| Q3 2021 | $9,122,000 | -2.3% | 118,996 | -0.2% | 1.89% | -4.6% |
| Q2 2021 | $9,332,000 | +2.8% | 119,231 | -2.3% | 1.98% | -8.1% |
| Q1 2021 | $9,079,000 | +5.5% | 121,985 | -3.4% | 2.15% | -3.5% |
| Q4 2020 | $8,606,000 | +7.1% | 126,219 | -12.8% | 2.23% | -0.5% |
| Q3 2020 | $8,033,000 | -13.8% | 144,783 | -18.3% | 2.24% | -13.3% |
| Q2 2020 | $9,322,000 | -2.0% | 177,155 | -21.5% | 2.59% | -18.0% |
| Q1 2020 | $9,514,000 | -29.1% | 225,671 | +1.1% | 3.16% | +8.9% |
| Q4 2019 | $13,420,000 | +1.7% | 223,114 | -4.4% | 2.90% | -2.4% |
| Q3 2019 | $13,197,000 | -8.1% | 233,411 | -7.2% | 2.97% | -8.4% |
| Q2 2019 | $14,361,000 | +8.9% | 251,544 | +5.7% | 3.24% | +5.1% |
| Q1 2019 | $13,184,000 | +30.8% | 238,026 | +13.2% | 3.09% | +14.3% |
| Q4 2018 | $10,079,000 | +10.9% | 210,279 | +33.9% | 2.70% | +20.9% |
| Q3 2018 | $9,086,000 | +15.6% | 157,094 | +9.7% | 2.23% | +20.6% |
| Q2 2018 | $7,857,000 | +12.5% | 143,148 | +8.4% | 1.85% | +4.6% |
| Q1 2018 | $6,981,000 | +19.8% | 132,017 | +20.7% | 1.77% | +4.6% |
| Q4 2017 | $5,826,000 | +7.9% | 109,367 | +1.5% | 1.69% | -2.8% |
| Q3 2017 | $5,397,000 | +32.4% | 107,705 | +27.3% | 1.74% | +16.1% |
| Q2 2017 | $4,076,000 | +11.5% | 84,625 | +9.6% | 1.50% | +3.0% |
| Q1 2017 | $3,654,000 | +732.3% | 77,194 | +694.7% | 1.46% | +491.9% |
| Q4 2016 | $439,000 | – | 9,714 | – | 0.25% | – |
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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% |