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 | $328,895 | -10.1% | 4,860 | -5.7% | 0.00% | -40.0% |
| Q2 2023 | $365,986 | +4.7% | 5,153 | +0.0% | 0.01% | -16.7% |
| Q1 2023 | $349,538 | -43.9% | 5,152 | -50.0% | 0.01% | 0.0% |
| Q3 2022 | $622,759 | +92.8% | 10,300 | +100.0% | 0.01% | -14.3% |
| Q2 2022 | $323,027 | -41.2% | 5,149 | -36.1% | 0.01% | -69.6% |
| Q4 2020 | $549,000 | +22.8% | 8,055 | 0.0% | 0.02% | -53.1% |
| Q3 2020 | $447,000 | +4866.7% | 8,055 | +4254.1% | 0.05% | +1125.0% |
| Q2 2017 | $9,000 | -93.5% | 185 | -93.6% | 0.00% | -94.7% |
| Q1 2017 | $138,000 | – | 2,907 | – | 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% |