SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $886,608 | -61.1% | 13,100 | -59.2% | 0.00% | – |
| Q2 2023 | $2,281,412 | +273.6% | 32,119 | +256.9% | 0.00% | – |
| Q1 2023 | $610,650 | -77.4% | 9,000 | -78.1% | 0.00% | – |
| Q4 2022 | $2,702,148 | +61.0% | 41,185 | +48.6% | 0.00% | – |
| Q3 2022 | $1,678,000 | -58.0% | 27,711 | -56.4% | 0.00% | -100.0% |
| Q2 2022 | $3,991,000 | +1.8% | 63,621 | +23.2% | 0.00% | – |
| Q1 2022 | $3,919,000 | -66.7% | 51,653 | -64.7% | 0.00% | – |
| Q4 2021 | $11,756,000 | +202.1% | 146,174 | +187.9% | 0.00% | – |
| Q3 2021 | $3,892,000 | -15.1% | 50,777 | -13.3% | 0.00% | -100.0% |
| Q2 2021 | $4,582,000 | +80.3% | 58,543 | +71.4% | 0.00% | – |
| Q1 2021 | $2,542,000 | +48.5% | 34,159 | +36.0% | 0.00% | – |
| Q4 2020 | $1,712,000 | -14.9% | 25,110 | -30.8% | 0.00% | – |
| Q3 2020 | $2,012,000 | -44.5% | 36,267 | -47.4% | 0.00% | -100.0% |
| Q2 2020 | $3,627,000 | +79.6% | 68,940 | +43.9% | 0.00% | 0.0% |
| Q1 2020 | $2,020,000 | +679.9% | 47,909 | +1014.2% | 0.00% | – |
| Q4 2019 | $259,000 | -89.4% | 4,300 | -90.0% | 0.00% | -100.0% |
| Q3 2019 | $2,433,000 | -76.5% | 43,028 | -76.2% | 0.00% | 0.0% |
| Q2 2019 | $10,338,000 | +559.7% | 181,076 | +540.1% | 0.00% | 0.0% |
| Q1 2019 | $1,567,000 | +347.7% | 28,288 | +287.5% | 0.00% | – |
| Q4 2018 | $350,000 | -54.1% | 7,300 | -44.7% | 0.00% | – |
| Q3 2018 | $763,000 | -68.4% | 13,195 | -70.0% | 0.00% | -100.0% |
| Q2 2018 | $2,416,000 | -6.9% | 44,005 | -10.4% | 0.00% | 0.0% |
| Q1 2018 | $2,596,000 | +11.0% | 49,092 | +11.8% | 0.00% | 0.0% |
| Q4 2017 | $2,339,000 | -18.3% | 43,892 | -23.2% | 0.00% | 0.0% |
| Q3 2017 | $2,862,000 | +211.4% | 57,132 | +199.5% | 0.00% | – |
| Q2 2017 | $919,000 | -75.6% | 19,073 | -76.1% | 0.00% | -100.0% |
| Q1 2017 | $3,774,000 | +324.0% | 79,755 | +304.6% | 0.00% | – |
| Q4 2016 | $890,000 | -60.8% | 19,714 | -62.2% | 0.00% | -100.0% |
| Q3 2016 | $2,271,000 | +78.8% | 52,171 | +72.5% | 0.00% | 0.0% |
| Q2 2016 | $1,270,000 | -61.4% | 30,241 | -62.7% | 0.00% | -50.0% |
| Q1 2016 | $3,293,000 | +135.6% | 81,099 | +132.5% | 0.00% | +100.0% |
| Q4 2015 | $1,398,000 | +73.0% | 34,886 | +68.1% | 0.00% | – |
| Q3 2015 | $808,000 | -50.5% | 20,756 | -45.8% | 0.00% | -100.0% |
| Q2 2015 | $1,633,000 | +400.9% | 38,302 | +378.5% | 0.00% | – |
| Q4 2014 | $326,000 | -74.2% | 8,004 | -75.5% | 0.00% | – |
| Q3 2014 | $1,264,000 | -33.5% | 32,649 | -30.9% | 0.00% | -100.0% |
| Q2 2014 | $1,901,000 | +141.6% | 47,242 | +131.8% | 0.00% | – |
| Q1 2014 | $787,000 | -73.9% | 20,379 | -74.7% | 0.00% | -100.0% |
| Q4 2013 | $3,015,000 | – | 80,533 | – | 0.00% | – |
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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% |