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 | $178,134 | -4.7% | 2,632 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $186,951 | +4.7% | 2,632 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $178,581 | +3.4% | 2,632 | 0.0% | 0.04% | -2.4% |
| Q4 2022 | $172,686 | +8.6% | 2,632 | 0.0% | 0.04% | +2.4% |
| Q3 2022 | $159,000 | -3.6% | 2,632 | 0.0% | 0.04% | -6.8% |
| Q2 2022 | $165,000 | -17.5% | 2,632 | 0.0% | 0.04% | -20.0% |
| Q1 2022 | $200,000 | -5.7% | 2,632 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $212,000 | +5.0% | 2,632 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $202,000 | -1.9% | 2,632 | 0.0% | 0.06% | +1.8% |
| Q2 2021 | $206,000 | +5.1% | 2,632 | 0.0% | 0.06% | -11.3% |
| Q1 2021 | $196,000 | +9.5% | 2,632 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $179,000 | – | 2,632 | – | 0.06% | – |
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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% |