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 | $312,672 | -10.9% | 4,603 | -6.6% | 0.01% | -7.7% |
| Q2 2023 | $350,982 | +3.7% | 4,928 | -0.9% | 0.01% | -7.1% |
| Q1 2023 | $338,441 | +0.4% | 4,973 | -3.2% | 0.01% | -17.6% |
| Q4 2022 | $337,100 | -2.0% | 5,137 | -9.2% | 0.02% | -5.6% |
| Q3 2022 | $344,000 | -8.5% | 5,660 | -5.1% | 0.02% | -5.3% |
| Q2 2022 | $376,000 | -44.5% | 5,964 | -33.0% | 0.02% | -32.1% |
| Q1 2022 | $677,000 | -6.7% | 8,900 | -1.2% | 0.03% | -9.7% |
| Q4 2021 | $726,000 | +5.7% | 9,009 | +0.8% | 0.03% | -8.8% |
| Q3 2021 | $687,000 | -1.6% | 8,941 | +0.3% | 0.03% | -2.9% |
| Q2 2021 | $698,000 | +13.5% | 8,910 | +8.1% | 0.04% | -2.8% |
| Q1 2021 | $615,000 | -11.1% | 8,244 | -18.6% | 0.04% | -25.0% |
| Q4 2020 | $692,000 | +874.6% | 10,130 | +694.5% | 0.05% | +77.8% |
| Q3 2020 | $71,000 | -88.4% | 1,275 | -89.0% | 0.03% | -50.0% |
| Q2 2020 | $611,000 | +14.8% | 11,615 | -7.9% | 0.05% | -3.6% |
| Q1 2020 | $532,000 | -17.9% | 12,607 | +16.9% | 0.06% | +12.0% |
| Q4 2019 | $648,000 | +26.8% | 10,780 | +19.2% | 0.05% | -3.8% |
| Q3 2019 | $511,000 | – | 9,044 | – | 0.05% | – |
Download | ||||||
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% |