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 | $18,903,459 | +4.1% | 279,306 | +9.3% | 0.92% | +9.8% |
| Q2 2023 | $18,156,771 | +15.2% | 255,622 | +10.0% | 0.83% | +2.2% |
| Q1 2023 | $15,761,643 | +10.3% | 232,301 | +6.7% | 0.82% | +6.2% |
| Q4 2022 | $14,287,288 | +12.2% | 217,761 | +3.5% | 0.77% | -0.4% |
| Q3 2022 | $12,735,000 | +1.8% | 210,393 | +5.5% | 0.77% | +9.2% |
| Q2 2022 | $12,506,000 | -11.9% | 199,369 | +6.5% | 0.71% | -1.0% |
| Q1 2022 | $14,197,000 | +3.3% | 187,150 | +9.5% | 0.71% | +7.2% |
| Q4 2021 | $13,750,000 | +19.6% | 170,952 | +16.4% | 0.66% | +7.1% |
| Q2 2021 | $11,495,000 | +12.2% | 146,859 | +6.7% | 0.62% | +2.3% |
| Q1 2021 | $10,243,000 | +14.1% | 137,624 | +4.6% | 0.61% | -0.8% |
| Q4 2020 | $8,974,000 | +23.0% | 131,620 | +0.1% | 0.61% | +58.1% |
| Q3 2020 | $7,296,000 | +4.1% | 131,515 | -1.3% | 0.39% | -36.3% |
| Q2 2020 | $7,012,000 | +71.7% | 133,251 | +37.6% | 0.61% | -16.5% |
| Q1 2020 | $4,083,000 | -15.8% | 96,845 | +20.1% | 0.73% | -13.3% |
| Q4 2019 | $4,851,000 | +66.5% | 80,648 | +56.5% | 0.84% | +34.2% |
| Q3 2019 | $2,913,000 | – | 51,527 | – | 0.63% | – |
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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% |