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 | $6,607 | -2.6% | 97,627 | +2.2% | 0.25% | -1.6% |
| Q2 2023 | $6,786 | +7.0% | 95,540 | +2.2% | 0.26% | -3.0% |
| Q1 2023 | $6,342 | +0.7% | 93,472 | -2.7% | 0.27% | -6.0% |
| Q4 2022 | $6,301 | -99.9% | 96,042 | +8.2% | 0.28% | +4.8% |
| Q3 2022 | $5,374,000 | +1.3% | 88,786 | +4.9% | 0.27% | +5.1% |
| Q2 2022 | $5,307,000 | +86.0% | 84,603 | +124.9% | 0.26% | +102.4% |
| Q1 2022 | $2,853,000 | +0.2% | 37,615 | +6.2% | 0.13% | 0.0% |
| Q4 2021 | $2,848,000 | +9.7% | 35,404 | +4.6% | 0.13% | -3.1% |
| Q3 2021 | $2,595,000 | +2.1% | 33,857 | +4.3% | 0.13% | +1.6% |
| Q2 2021 | $2,541,000 | -55.0% | 32,467 | -57.2% | 0.13% | -57.6% |
| Q1 2021 | $5,645,000 | +24.0% | 75,838 | +13.6% | 0.30% | +12.6% |
| Q4 2020 | $4,553,000 | +28.8% | 66,779 | +4.8% | 0.27% | +13.9% |
| Q3 2020 | $3,534,000 | +21.7% | 63,697 | +15.5% | 0.24% | +12.3% |
| Q2 2020 | $2,903,000 | +43.4% | 55,164 | +14.9% | 0.21% | +22.0% |
| Q1 2020 | $2,024,000 | -25.0% | 47,998 | +6.9% | 0.17% | -8.9% |
| Q4 2019 | $2,700,000 | +19.5% | 44,888 | +12.3% | 0.19% | +7.3% |
| Q3 2019 | $2,259,000 | +17.5% | 39,959 | +18.7% | 0.18% | +9.9% |
| Q2 2019 | $1,922,000 | +19.9% | 33,668 | +16.3% | 0.16% | +11.0% |
| Q1 2019 | $1,603,000 | +33.9% | 28,937 | +15.8% | 0.14% | +16.9% |
| Q4 2018 | $1,197,000 | -4.5% | 24,978 | +15.2% | 0.12% | +5.1% |
| Q3 2018 | $1,254,000 | +15.2% | 21,674 | +9.3% | 0.12% | +10.3% |
| Q2 2018 | $1,089,000 | +16.3% | 19,831 | +12.0% | 0.11% | +12.6% |
| Q1 2018 | $936,000 | +62.5% | 17,708 | +63.8% | 0.10% | +58.3% |
| Q4 2017 | $576,000 | +218.2% | 10,812 | +198.5% | 0.06% | +172.7% |
| Q3 2017 | $181,000 | – | 3,622 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 806,133 | $47,102,000 | 29.62% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 237,075 | $13,404,000 | 13.32% |
| Legacy Wealth Management, Inc | 1,405,278 | $79,454,000 | 13.01% |
| FINANCIAL CONSULATE, INC | 517,407 | $29,254,000 | 12.74% |
| MANCHESTER FINANCIAL INC | 485,250 | $27,436,000 | 12.03% |
| MONEYWISE, INC. | 226,068 | $12,782,000 | 10.32% |
| Pinkerton Retirement Specialists, LLC | 486,600 | $27,512,000 | 9.42% |
| SVA Wealth Management, LLC | 1,648,453 | $93,204,000 | 9.14% |
| Omega Financial Group, LLC | 219,566 | $12,414,000 | 8.70% |
| HHM Wealth Advisors, LLC | 264,829 | $14,973,000 | 8.52% |