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 | $17,223,969 | +1.1% | 254,491 | +6.1% | 0.11% | -7.6% |
| Q2 2023 | $17,029,658 | -41.8% | 239,753 | -44.4% | 0.12% | -45.4% |
| Q1 2023 | $29,258,520 | +5.3% | 431,224 | +1.9% | 0.22% | -4.0% |
| Q4 2022 | $27,773,977 | +14.4% | 423,319 | +5.5% | 0.22% | -25.2% |
| Q3 2022 | $24,277,000 | +2.1% | 401,077 | +5.8% | 0.30% | -1.3% |
| Q2 2022 | $23,773,000 | -5.2% | 378,970 | +14.7% | 0.30% | +0.3% |
| Q1 2022 | $25,071,000 | +0.9% | 330,496 | +7.0% | 0.30% | 0.0% |
| Q4 2021 | $24,845,000 | +15.4% | 308,900 | +10.0% | 0.30% | +4.5% |
| Q3 2021 | $21,531,000 | +8.3% | 280,867 | +10.6% | 0.29% | +3.9% |
| Q2 2021 | $19,874,000 | +16.9% | 253,911 | +11.1% | 0.28% | -22.4% |
| Q1 2021 | $17,004,000 | +17.4% | 228,455 | +7.5% | 0.36% | +7.8% |
| Q4 2020 | $14,489,000 | +5.7% | 212,512 | -14.0% | 0.34% | -6.2% |
| Q3 2020 | $13,708,000 | +5.8% | 247,071 | +0.3% | 0.36% | +3.5% |
| Q2 2020 | $12,959,000 | +31.2% | 246,276 | +5.1% | 0.34% | +5.8% |
| Q1 2020 | $9,875,000 | -20.7% | 234,216 | +13.2% | 0.33% | -2.1% |
| Q4 2019 | $12,449,000 | +1917.7% | 206,966 | +1789.6% | 0.33% | +1652.6% |
| Q3 2019 | $617,000 | -2.4% | 10,953 | -1.5% | 0.02% | 0.0% |
| Q2 2019 | $632,000 | +53.8% | 11,120 | +49.7% | 0.02% | +46.2% |
| Q1 2019 | $411,000 | – | 7,426 | – | 0.01% | – |
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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% |