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 | $6,794,061 | -2.7% | 100,385 | +2.1% | 0.10% | -3.0% |
| Q2 2023 | $6,985,692 | +11.2% | 98,348 | +2.7% | 0.10% | -13.2% |
| Q1 2023 | $6,284,056 | 0.0% | 95,779 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $6,284,056 | +8.7% | 95,779 | +0.3% | 0.11% | -3.4% |
| Q3 2022 | $5,782,000 | +10.8% | 95,523 | +14.8% | 0.12% | +14.6% |
| Q2 2022 | $5,218,000 | -17.1% | 83,175 | +0.3% | 0.10% | -16.9% |
| Q1 2022 | $6,292,000 | +2.3% | 82,949 | +8.5% | 0.12% | +4.2% |
| Q4 2021 | $6,150,000 | +4.7% | 76,461 | -0.2% | 0.12% | -0.8% |
| Q3 2021 | $5,875,000 | -2.7% | 76,634 | -0.7% | 0.12% | -17.8% |
| Q2 2021 | $6,041,000 | +4.3% | 77,179 | -0.8% | 0.15% | -49.0% |
| Q1 2021 | $5,793,000 | +7.1% | 77,833 | -1.9% | 0.29% | +0.7% |
| Q4 2020 | $5,407,000 | – | 79,302 | – | 0.28% | – |
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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% |