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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,051,472 | -3.8% | 15,497 | -7.0% | 2.05% | +27.9% |
| Q4 2022 | $1,092,800 | -87.8% | 16,656 | -88.8% | 1.60% | -93.7% |
| Q3 2022 | $8,977,000 | +739.8% | 148,307 | +770.3% | 25.63% | +312.0% |
| Q2 2022 | $1,069,000 | -90.3% | 17,041 | -88.3% | 6.22% | -59.5% |
| Q1 2022 | $11,026,000 | +652.1% | 145,344 | +697.2% | 15.35% | +944.1% |
| Q4 2021 | $1,466,000 | +5.8% | 18,232 | +0.9% | 1.47% | +23.3% |
| Q3 2021 | $1,385,000 | -1.1% | 18,064 | +1.0% | 1.19% | +10.9% |
| Q2 2021 | $1,400,000 | +8.0% | 17,885 | +2.7% | 1.08% | -36.6% |
| Q1 2021 | $1,296,000 | +4.8% | 17,408 | -4.0% | 1.70% | +40.4% |
| Q4 2020 | $1,237,000 | +29.3% | 18,141 | +5.2% | 1.21% | -19.4% |
| Q3 2020 | $957,000 | +7.0% | 17,244 | +1.5% | 1.50% | +39.2% |
| Q2 2020 | $894,000 | +35.0% | 16,985 | +8.2% | 1.08% | -67.8% |
| Q1 2020 | $662,000 | -24.5% | 15,704 | +7.7% | 3.34% | +200.2% |
| Q4 2019 | $877,000 | +17.2% | 14,581 | +10.2% | 1.11% | +28.2% |
| Q3 2019 | $748,000 | -0.7% | 13,231 | +0.4% | 0.87% | +3.3% |
| Q2 2019 | $753,000 | +35.2% | 13,184 | +31.1% | 0.84% | +56.7% |
| Q1 2019 | $557,000 | -8.4% | 10,057 | -4.3% | 0.54% | -16.8% |
| Q3 2018 | $608,000 | +31.3% | 10,511 | +24.5% | 0.64% | +5.9% |
| Q2 2018 | $463,000 | +4.3% | 8,441 | +0.4% | 0.61% | +19.2% |
| Q1 2018 | $444,000 | +7.5% | 8,405 | +8.5% | 0.51% | +24.4% |
| Q4 2017 | $413,000 | +16.7% | 7,748 | +9.7% | 0.41% | +7.9% |
| Q3 2017 | $354,000 | +53.9% | 7,060 | +48.1% | 0.38% | +46.2% |
| Q2 2017 | $230,000 | +12.2% | 4,768 | -1.0% | 0.26% | +11.6% |
| Q2 2015 | $205,000 | +1.5% | 4,817 | +2.9% | 0.23% | +8.4% |
| Q1 2015 | $202,000 | – | 4,683 | – | 0.22% | – |
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% |