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 | $390,464 | -19.3% | 5,769 | -15.3% | 0.03% | -15.6% |
Q2 2023 | $483,895 | +22.0% | 6,813 | +16.5% | 0.03% | +45.5% |
Q1 2023 | $396,755 | -39.2% | 5,848 | -41.2% | 0.02% | -47.6% |
Q4 2022 | $652,616 | +83.3% | 9,947 | +69.1% | 0.04% | +61.5% |
Q3 2022 | $356,000 | -64.4% | 5,882 | -63.1% | 0.03% | -63.4% |
Q2 2022 | $999,000 | -13.2% | 15,922 | +4.9% | 0.07% | 0.0% |
Q1 2022 | $1,151,000 | -11.1% | 15,173 | -5.8% | 0.07% | -12.3% |
Q4 2021 | $1,295,000 | – | 16,106 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |