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 | $387,776 | -24.7% | 5,730 | -20.9% | 0.03% | -25.0% |
| Q2 2023 | $514,793 | -16.6% | 7,248 | -20.3% | 0.04% | -18.2% |
| Q1 2023 | $617,133 | +63.6% | 9,096 | +58.2% | 0.04% | +46.7% |
| Q4 2022 | $377,162 | -17.3% | 5,749 | -17.1% | 0.03% | -28.6% |
| Q3 2022 | $456,000 | +10.7% | 6,939 | +5.7% | 0.04% | +40.0% |
| Q2 2022 | $412,000 | -17.3% | 6,565 | 0.0% | 0.03% | -14.3% |
| Q1 2022 | $498,000 | -5.7% | 6,565 | 0.0% | 0.04% | +6.1% |
| Q4 2021 | $528,000 | +5.0% | 6,565 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $503,000 | -2.1% | 6,565 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $514,000 | +5.1% | 6,565 | 0.0% | 0.03% | +3.0% |
| Q1 2021 | $489,000 | +1.9% | 6,565 | -6.8% | 0.03% | -19.5% |
| Q4 2020 | $480,000 | +25.0% | 7,041 | +1.8% | 0.04% | +5.1% |
| Q3 2020 | $384,000 | +5.8% | 6,919 | +0.3% | 0.04% | 0.0% |
| Q2 2020 | $363,000 | -7.2% | 6,900 | -25.7% | 0.04% | -17.0% |
| Q1 2020 | $391,000 | -29.9% | 9,282 | 0.0% | 0.05% | -6.0% |
| Q4 2019 | $558,000 | +6.5% | 9,282 | +0.3% | 0.05% | +4.2% |
| Q3 2019 | $524,000 | -3.3% | 9,257 | -2.5% | 0.05% | 0.0% |
| Q2 2019 | $542,000 | +8.0% | 9,497 | +4.7% | 0.05% | +6.7% |
| Q1 2019 | $502,000 | +7.0% | 9,072 | -7.4% | 0.04% | -6.2% |
| Q4 2018 | $469,000 | +71.2% | 9,794 | +106.7% | 0.05% | +71.4% |
| Q3 2018 | $274,000 | -14.6% | 4,739 | -19.1% | 0.03% | -20.0% |
| Q2 2018 | $321,000 | +3.5% | 5,857 | 0.0% | 0.04% | -5.4% |
| Q1 2018 | $310,000 | +45.5% | 5,857 | +46.5% | 0.04% | +42.3% |
| Q4 2017 | $213,000 | +7.0% | 3,997 | +0.3% | 0.03% | 0.0% |
| Q3 2017 | $199,000 | +3.6% | 3,987 | +0.1% | 0.03% | -7.1% |
| Q2 2017 | $192,000 | +2.1% | 3,982 | +0.2% | 0.03% | +16.7% |
| Q1 2017 | $188,000 | +102.2% | 3,975 | +92.4% | 0.02% | +84.6% |
| Q4 2016 | $93,000 | +745.5% | 2,066 | +733.1% | 0.01% | +550.0% |
| Q1 2015 | $11,000 | – | 248 | – | 0.00% | – |
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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% |