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 | $11,975,731 | -4.8% | 176,946 | -0.1% | 1.28% | -19.5% |
| Q2 2023 | $12,576,935 | +4.3% | 177,065 | -0.4% | 1.59% | +21.7% |
| Q1 2023 | $12,056,795 | +4.0% | 177,698 | +0.5% | 1.31% | -0.5% |
| Q4 2022 | $11,597,342 | +8.9% | 176,762 | +0.5% | 1.31% | +11.1% |
| Q3 2022 | $10,651,000 | -1.0% | 175,959 | +2.6% | 1.18% | +4.4% |
| Q2 2022 | $10,763,000 | -15.9% | 171,571 | +1.7% | 1.13% | -6.0% |
| Q1 2022 | $12,804,000 | -5.9% | 168,781 | -0.2% | 1.20% | -3.4% |
| Q4 2021 | $13,603,000 | -0.2% | 169,123 | -4.8% | 1.25% | -2.1% |
| Q3 2021 | $13,625,000 | +0.4% | 177,729 | +2.5% | 1.28% | +0.2% |
| Q2 2021 | $13,570,000 | +8.9% | 173,374 | +3.6% | 1.27% | -1.9% |
| Q1 2021 | $12,458,000 | +18.6% | 167,378 | +8.6% | 1.30% | +8.5% |
| Q4 2020 | $10,506,000 | +52.0% | 154,087 | +23.7% | 1.20% | +26.6% |
| Q3 2020 | $6,912,000 | +17.4% | 124,577 | +11.4% | 0.94% | +8.9% |
| Q2 2020 | $5,886,000 | +78.7% | 111,867 | +43.2% | 0.87% | +50.5% |
| Q1 2020 | $3,293,000 | -17.1% | 78,102 | +18.2% | 0.58% | -13.9% |
| Q4 2019 | $3,973,000 | +12.3% | 66,058 | +5.5% | 0.67% | +4.4% |
| Q3 2019 | $3,539,000 | +0.9% | 62,586 | +1.9% | 0.64% | -1.8% |
| Q2 2019 | $3,507,000 | +5.8% | 61,424 | +2.7% | 0.65% | +0.9% |
| Q1 2019 | $3,314,000 | +18.7% | 59,823 | +2.7% | 0.65% | +1.3% |
| Q4 2018 | $2,792,000 | -18.4% | 58,249 | -1.5% | 0.64% | -17.9% |
| Q3 2018 | $3,421,000 | +8.4% | 59,152 | +2.8% | 0.78% | -8.3% |
| Q2 2018 | $3,157,000 | +7.6% | 57,524 | +3.7% | 0.85% | +0.2% |
| Q1 2018 | $2,934,000 | +4.6% | 55,479 | +5.4% | 0.85% | +14.8% |
| Q4 2017 | $2,804,000 | +11.9% | 52,639 | +5.3% | 0.74% | +5.4% |
| Q3 2017 | $2,505,000 | +4.6% | 49,994 | +0.6% | 0.70% | -2.0% |
| Q2 2017 | $2,394,000 | +6.9% | 49,702 | +5.0% | 0.71% | +3.0% |
| Q1 2017 | $2,240,000 | +53.6% | 47,334 | +46.5% | 0.69% | +60.2% |
| Q4 2016 | $1,458,000 | +26.1% | 32,299 | +21.6% | 0.43% | +14.0% |
| Q3 2016 | $1,156,000 | +45.4% | 26,551 | +40.3% | 0.38% | +28.9% |
| Q2 2016 | $795,000 | – | 18,918 | – | 0.29% | – |
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% |