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 | $741,398 | -8.4% | 10,954 | -3.8% | 0.16% | +0.6% |
| Q2 2023 | $809,103 | +4.7% | 11,391 | 0.0% | 0.16% | +10.3% |
| Q1 2023 | $772,879 | +3.4% | 11,391 | 0.0% | 0.14% | -10.5% |
| Q4 2022 | $747,364 | +8.5% | 11,391 | 0.0% | 0.16% | -39.1% |
| Q3 2022 | $689,000 | -26.0% | 11,391 | -23.3% | 0.27% | -5.7% |
| Q2 2022 | $931,000 | -96.9% | 14,842 | -96.2% | 0.28% | -95.8% |
| Q1 2022 | $29,860,000 | -1.4% | 393,623 | +4.6% | 6.66% | +25.8% |
| Q4 2021 | $30,269,000 | +8.6% | 376,339 | +3.5% | 5.29% | -1.8% |
| Q3 2021 | $27,874,000 | -1.2% | 363,604 | +0.9% | 5.39% | -0.8% |
| Q2 2021 | $28,200,000 | +5.8% | 360,287 | +0.6% | 5.43% | -2.8% |
| Q1 2021 | $26,662,000 | +2.2% | 358,219 | -6.3% | 5.59% | -10.7% |
| Q4 2020 | $26,078,000 | +7.8% | 382,487 | -12.3% | 6.26% | -5.1% |
| Q3 2020 | $24,200,000 | +51.4% | 436,201 | +43.6% | 6.60% | +29.8% |
| Q2 2020 | $15,989,000 | +4.7% | 303,862 | -16.1% | 5.08% | -52.2% |
| Q1 2020 | $15,275,000 | -47.9% | 362,312 | -25.6% | 10.64% | +13.3% |
| Q4 2019 | $29,310,000 | +6.5% | 487,274 | +0.1% | 9.38% | -0.4% |
| Q3 2019 | $27,512,000 | -0.7% | 486,600 | +0.3% | 9.42% | -3.0% |
| Q2 2019 | $27,701,000 | +2.4% | 485,219 | -0.6% | 9.71% | -1.8% |
| Q1 2019 | $27,039,000 | +10299.6% | 488,159 | +8901.6% | 9.89% | +7393.9% |
| Q4 2018 | $260,000 | -98.4% | 5,423 | -98.1% | 0.13% | -98.0% |
| Q3 2018 | $16,505,000 | +6.8% | 285,358 | +1.3% | 6.65% | +0.2% |
| Q2 2018 | $15,459,000 | +480.5% | 281,629 | +459.2% | 6.64% | +489.4% |
| Q1 2018 | $2,663,000 | +1663.6% | 50,364 | +1696.1% | 1.13% | +1580.6% |
| Q4 2017 | $151,000 | – | 2,804 | – | 0.07% | – |
Download | ||||||
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% |