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 | $9,728,729 | -6.2% | 151,538 | +6.3% | 0.52% | -2.8% |
| Q2 2023 | $10,377,115 | +17.2% | 142,602 | +8.9% | 0.54% | +4.4% |
| Q1 2023 | $8,851,777 | +1.0% | 130,924 | +8.9% | 0.52% | -3.7% |
| Q4 2022 | $8,765,204 | +104.8% | 120,269 | +84.0% | 0.54% | +76.1% |
| Q3 2022 | $4,279,000 | +13.5% | 65,356 | +20.0% | 0.30% | +11.7% |
| Q2 2022 | $3,770,000 | +33.0% | 54,474 | +28.3% | 0.27% | +26.4% |
| Q1 2022 | $2,834,000 | +29.4% | 42,446 | +44.6% | 0.22% | +39.4% |
| Q4 2021 | $2,190,000 | +41.7% | 29,350 | +57.3% | 0.16% | +43.5% |
| Q3 2021 | $1,545,000 | -29.8% | 18,660 | -34.1% | 0.11% | +31.7% |
| Q2 2021 | $2,202,000 | +153.7% | 28,298 | +157.0% | 0.08% | +13.9% |
| Q1 2021 | $868,000 | +20.1% | 11,010 | +9.6% | 0.07% | +4.3% |
| Q4 2020 | $723,000 | +32.9% | 10,044 | +7.9% | 0.07% | +7.8% |
| Q3 2020 | $544,000 | +40.6% | 9,306 | +32.3% | 0.06% | +33.3% |
| Q2 2020 | $387,000 | +20.9% | 7,032 | +0.9% | 0.05% | -2.0% |
| Q1 2020 | $320,000 | -32.9% | 6,967 | -9.8% | 0.05% | -16.9% |
| Q4 2019 | $477,000 | +9.2% | 7,727 | +0.7% | 0.06% | -4.8% |
| Q3 2019 | $437,000 | +9.0% | 7,671 | +9.7% | 0.06% | +6.9% |
| Q2 2019 | $401,000 | +7.2% | 6,994 | +6.1% | 0.06% | +5.5% |
| Q1 2019 | $374,000 | +14.7% | 6,590 | +2.8% | 0.06% | +14.6% |
| Q4 2018 | $326,000 | +43.0% | 6,412 | +43.8% | 0.05% | +41.2% |
| Q3 2018 | $228,000 | +24.6% | 4,459 | +33.7% | 0.03% | +21.4% |
| Q2 2018 | $183,000 | +56.4% | 3,335 | +50.3% | 0.03% | +40.0% |
| Q1 2018 | $117,000 | -5.6% | 2,219 | -4.8% | 0.02% | 0.0% |
| Q4 2017 | $124,000 | +9.7% | 2,331 | +3.1% | 0.02% | +5.3% |
| Q3 2017 | $113,000 | +11200.0% | 2,262 | +11210.0% | 0.02% | – |
| Q2 2017 | $1,000 | -98.9% | 20 | -99.0% | 0.00% | -100.0% |
| Q1 2017 | $95,000 | +5.6% | 2,001 | +0.3% | 0.03% | -18.2% |
| Q4 2016 | $90,000 | +3.4% | 1,995 | +0.2% | 0.03% | -5.7% |
| Q3 2016 | $87,000 | +3.6% | 1,991 | +0.1% | 0.04% | -12.5% |
| Q2 2016 | $84,000 | +3.7% | 1,989 | +0.1% | 0.04% | -4.8% |
| Q1 2016 | $81,000 | +3.8% | 1,987 | +1.5% | 0.04% | +13.5% |
| Q4 2015 | $78,000 | +4.0% | 1,957 | +1.6% | 0.04% | -11.9% |
| Q3 2015 | $75,000 | -7.4% | 1,926 | +1.3% | 0.04% | +13.5% |
| Q2 2015 | $81,000 | 0.0% | 1,902 | -4.6% | 0.04% | +2.8% |
| Q1 2015 | $81,000 | +6.6% | 1,994 | +6.2% | 0.04% | +12.5% |
| Q4 2014 | $76,000 | – | 1,878 | – | 0.03% | – |
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% |