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 | $2,723,781 | -4.7% | 40,245 | 0.0% | 0.45% | +3.5% |
Q2 2023 | $2,858,602 | +10.2% | 40,245 | +5.3% | 0.43% | +6.1% |
Q1 2023 | $2,593,159 | +1.5% | 38,219 | -1.9% | 0.41% | -5.1% |
Q4 2022 | $2,555,509 | -99.9% | 38,950 | +5.0% | 0.43% | +5.1% |
Q3 2022 | $2,244,997,000 | -3.5% | 37,089 | 0.0% | 0.41% | +3.8% |
Q2 2022 | $2,326,592,000 | -24.7% | 37,089 | -8.9% | 0.39% | -17.9% |
Q1 2022 | $3,088,716,000 | -7.2% | 40,716 | -1.7% | 0.48% | -3.2% |
Q4 2021 | $3,330,043,000 | -3.7% | 41,403 | -8.2% | 0.50% | -10.5% |
Q3 2021 | $3,457,902,000 | -9.8% | 45,107 | -8.0% | 0.55% | -13.7% |
Q2 2021 | $3,835,621,000 | +14.1% | 49,005 | +8.5% | 0.64% | -1.7% |
Q1 2021 | $3,361,482,000 | +9.2% | 45,163 | 0.0% | 0.65% | +0.9% |
Q4 2020 | $3,079,213,000 | +30.4% | 45,163 | +6.1% | 0.65% | +15.7% |
Q3 2020 | $2,360,951,000 | +2.9% | 42,555 | -2.4% | 0.56% | +3.9% |
Q2 2020 | $2,294,653,000 | +17.1% | 43,608 | -6.2% | 0.54% | -7.7% |
Q1 2020 | $1,959,175,000 | +57.8% | 46,470 | +125.1% | 0.58% | +88.7% |
Q4 2019 | $1,241,556,000 | +4.9% | 20,641 | -1.4% | 0.31% | -13.2% |
Q3 2019 | $1,183,777,000 | +5.4% | 20,937 | +6.4% | 0.36% | -3.5% |
Q2 2019 | $1,123,131,000 | +3.5% | 19,673 | +0.4% | 0.37% | -5.9% |
Q1 2019 | $1,085,644,000 | +15.6% | 19,600 | +0.0% | 0.39% | +4.3% |
Q4 2018 | $939,188,000 | – | 19,595 | – | 0.38% | – |
Download |
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% |