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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,000 | +100.0% | 73 | +69.8% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | -72.7% | 43 | -73.6% | 0.00% | -66.7% |
| Q4 2020 | $11,000 | +450.0% | 163 | +340.5% | 0.00% | +200.0% |
| Q3 2020 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | -66.7% | 37 | -75.5% | 0.00% | -66.7% |
| Q1 2020 | $6,000 | -100.0% | 151 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $29,934,000 | +102.5% | 497,664 | +90.3% | 9.91% | +81.8% |
| Q3 2019 | $14,785,000 | -63.0% | 261,503 | -62.7% | 5.45% | -63.2% |
| Q2 2019 | $39,997,000 | -29.1% | 700,602 | -31.2% | 14.82% | -34.6% |
| Q1 2019 | $56,389,000 | +1127680.0% | 1,018,037 | +997975.5% | 22.66% | +755200.0% |
| Q4 2018 | $5,000 | -16.7% | 102 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $6,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | +20.0% | 102 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | +25.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | -100.0% | 102 | -100.0% | 0.00% | -100.0% |
| Q3 2016 | $44,728,000 | +5.3% | 1,026,113 | +1.5% | 23.20% | +3.8% |
| Q2 2016 | $42,485,000 | +162.8% | 1,011,317 | +154.0% | 22.36% | +167.2% |
| Q1 2016 | $16,164,000 | +14.5% | 398,225 | +13.0% | 8.37% | +15.6% |
| Q4 2015 | $14,120,000 | -43.4% | 352,400 | -43.2% | 7.24% | -56.2% |
| Q2 2014 | $24,968,000 | +4.9% | 620,493 | +0.7% | 16.55% | +1.2% |
| Q1 2014 | $23,799,000 | – | 616,398 | – | 16.36% | – |
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% |