LPL Financial LLC - SCHWAB STRATEGIC TR ownership

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
LPL Financial LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$49,944,682
-0.4%
737,953
+4.5%
0.04%
-2.8%
Q2 2023$50,140,207
+7.8%
705,902
+2.9%
0.04%0.0%
Q1 2023$46,530,535
+8.6%
685,785
+5.0%
0.04%
-2.7%
Q4 2022$42,863,671
+13.3%
653,310
+4.5%
0.04%0.0%
Q3 2022$37,848,000
+0.3%
625,284
+4.0%
0.04%
+2.8%
Q2 2022$37,727,000
-14.6%
601,422
+3.3%
0.04%
-5.3%
Q1 2022$44,164,000
-14.2%
582,179
-9.0%
0.04%
-11.6%
Q4 2021$51,457,000
+16.0%
639,779
+10.5%
0.04%
+2.4%
Q3 2021$44,376,000
+10.0%
578,863
+12.3%
0.04%
+2.4%
Q2 2021$40,341,000
+12.2%
515,409
+6.7%
0.04%0.0%
Q1 2021$35,941,000
+12.9%
482,886
+3.4%
0.04%0.0%
Q4 2020$31,834,000
+27.0%
466,913
+3.3%
0.04%
+5.1%
Q3 2020$25,069,000
+24.7%
451,862
+18.3%
0.04%
+11.4%
Q2 2020$20,104,000
+23.7%
382,067
-0.9%
0.04%0.0%
Q1 2020$16,255,000
-31.2%
385,563
-1.9%
0.04%
-18.6%
Q4 2019$23,629,000
+10.1%
392,842
+3.5%
0.04%
-2.3%
Q3 2019$21,462,000
+2.2%
379,595
+3.2%
0.04%
-2.2%
Q2 2019$20,994,000
+11.5%
367,742
+8.2%
0.04%
+4.7%
Q1 2019$18,827,000
+31.4%
339,908
+13.7%
0.04%
+13.2%
Q4 2018$14,333,000
-12.3%
299,041
+5.9%
0.04%
-2.6%
Q3 2018$16,339,000
+10.5%
282,491
+4.8%
0.04%0.0%
Q2 2018$14,789,000
+7.5%
269,427
+3.6%
0.04%
+2.6%
Q1 2018$13,757,000
+31.4%
260,160
+32.3%
0.04%
+18.8%
Q4 2017$10,473,000
+26.5%
196,604
+19.0%
0.03%
+10.3%
Q3 2017$8,279,000
+2.6%
165,223
-1.4%
0.03%
-6.5%
Q2 2017$8,073,000
+11.7%
167,635
+9.1%
0.03%
-36.7%
Q1 2017$7,230,000
+6.0%
153,667
+2.2%
0.05%
-5.8%
Q4 2016$6,823,000
-29.4%
150,348
-33.1%
0.05%
-43.5%
Q3 2016$9,671,000
+123.7%
224,703
+117.6%
0.09%
+148.6%
Q2 2016$4,324,000
-48.9%
103,242
-51.2%
0.04%
+54.2%
Q1 2016$8,462,000
+31.8%
211,442
+30.5%
0.02%
+33.3%
Q4 2015$6,418,000
+112.7%
161,975
+115.8%
0.02%
+5.9%
Q3 2015$3,017,000
+27.5%
75,041
+35.2%
0.02%
+41.7%
Q2 2015$2,367,000
-71.2%
55,495
-71.0%
0.01%
-71.4%
Q1 2015$8,233,000
+843.1%
191,421
+791.6%
0.04%
+740.0%
Q4 2014$873,000
+52.9%
21,470
+43.3%
0.01%
+66.7%
Q3 2014$571,000
-35.6%
14,986
-31.9%
0.00%
-40.0%
Q2 2014$886,000
+94.3%
22,020
+86.3%
0.01%
+66.7%
Q1 2014$456,000
+34.1%
11,822
+30.4%
0.00%
+50.0%
Q4 2013$340,000
+15.6%
9,068
+8.4%
0.00%0.0%
Q3 2013$294,000
+36.1%
8,365
+23.8%
0.00%0.0%
Q2 2013$216,0006,7590.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders