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 | $79,673,493 | -8.1% | 1,177,209 | -3.6% | 0.39% | +14.5% |
| Q2 2023 | $86,730,786 | +28.1% | 1,221,045 | +24.9% | 0.34% | +111.2% |
| Q1 2023 | $67,679,581 | +7.1% | 977,641 | +1.5% | 0.16% | -60.5% |
| Q4 2022 | $63,211,229 | +44.2% | 963,417 | +37.8% | 0.40% | -16.5% |
| Q2 2022 | $43,850,000 | -15.7% | 699,330 | +2.0% | 0.48% | -40.0% |
| Q1 2022 | $51,994,000 | -6.9% | 685,397 | -1.3% | 0.81% | -4.9% |
| Q4 2021 | $55,867,000 | +26128.6% | 694,603 | +17308.6% | 0.85% | +5971.4% |
| Q4 2017 | $213,000 | – | 3,990 | – | 0.01% | – |
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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% |