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 | $327,640 | -4.7% | 4,841 | +0.1% | 0.02% | -5.3% |
| Q2 2023 | $343,671 | +4.7% | 4,838 | +0.1% | 0.02% | +5.6% |
| Q1 2023 | $328,089 | +3.5% | 4,835 | +0.0% | 0.02% | -5.3% |
| Q4 2022 | $317,098 | +8.2% | 4,833 | -0.1% | 0.02% | -5.0% |
| Q3 2022 | $293,000 | -3.3% | 4,837 | +0.1% | 0.02% | +5.3% |
| Q2 2022 | $303,000 | -17.2% | 4,834 | +0.1% | 0.02% | -20.8% |
| Q1 2022 | $366,000 | -5.7% | 4,831 | +0.1% | 0.02% | -4.0% |
| Q4 2021 | $388,000 | +1.6% | 4,826 | -3.0% | 0.02% | -3.8% |
| Q3 2021 | $382,000 | +19.7% | 4,977 | +22.1% | 0.03% | +4.0% |
| Q2 2021 | $319,000 | +5.3% | 4,075 | +0.0% | 0.02% | -62.7% |
| Q1 2021 | $303,000 | +9.0% | 4,073 | +0.0% | 0.07% | -2.9% |
| Q4 2020 | $278,000 | -27.8% | 4,072 | -41.3% | 0.07% | -41.0% |
| Q3 2020 | $385,000 | +79.9% | 6,937 | +70.6% | 0.12% | +82.8% |
| Q2 2020 | $214,000 | -5.7% | 4,067 | -24.3% | 0.06% | -27.3% |
| Q1 2020 | $227,000 | -7.0% | 5,375 | +32.3% | 0.09% | +17.3% |
| Q4 2019 | $244,000 | +6.6% | 4,062 | +0.1% | 0.08% | -13.8% |
| Q3 2019 | $229,000 | -0.9% | 4,056 | +0.0% | 0.09% | -4.4% |
| Q2 2019 | $231,000 | +2.7% | 4,054 | 0.0% | 0.09% | +7.1% |
| Q1 2019 | $225,000 | -3.8% | 4,054 | +0.2% | 0.08% | -7.6% |
| Q3 2018 | $234,000 | +5.4% | 4,046 | +0.0% | 0.09% | +3.4% |
| Q2 2018 | $222,000 | +3.7% | 4,045 | 0.0% | 0.09% | +30.9% |
| Q1 2018 | $214,000 | -0.5% | 4,045 | +0.0% | 0.07% | -2.9% |
| Q4 2017 | $215,000 | +6.4% | 4,043 | +0.1% | 0.07% | +16.7% |
| Q3 2017 | $202,000 | – | 4,040 | – | 0.06% | – |
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% |