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 | $775,149 | -7.6% | 11,681 | +0.2% | 0.05% | -4.1% |
Q2 2023 | $838,788 | +15.2% | 11,655 | +8.6% | 0.05% | +6.5% |
Q1 2023 | $728,279 | +8.0% | 10,734 | +4.4% | 0.05% | 0.0% |
Q4 2022 | $674,566 | +262.7% | 10,281 | +235.3% | 0.05% | +228.6% |
Q3 2022 | $186,000 | +0.5% | 3,066 | +3.8% | 0.01% | 0.0% |
Q2 2022 | $185,000 | -27.7% | 2,953 | -12.6% | 0.01% | -17.6% |
Q1 2022 | $256,000 | -10.8% | 3,377 | -5.2% | 0.02% | -15.0% |
Q4 2021 | $287,000 | +2.1% | 3,563 | -2.9% | 0.02% | -9.1% |
Q3 2021 | $281,000 | +16.6% | 3,668 | +18.9% | 0.02% | +15.8% |
Q2 2021 | $241,000 | +18.1% | 3,084 | +12.3% | 0.02% | +5.6% |
Q1 2021 | $204,000 | – | 2,745 | – | 0.02% | – |
Download |
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% |