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 | $4,402,202 | +0.1% | 65,044 | +5.1% | 1.12% | +2.6% |
| Q2 2023 | $4,397,855 | +6.3% | 61,915 | +1.5% | 1.10% | -0.2% |
| Q1 2023 | $4,137,810 | +21.5% | 60,985 | +17.5% | 1.10% | +13.2% |
| Q4 2022 | $3,405,606 | +13.2% | 51,907 | +4.5% | 0.97% | +5.9% |
| Q3 2022 | $3,008,000 | -0.6% | 49,688 | +3.0% | 0.92% | +4.1% |
| Q2 2022 | $3,027,000 | +7.0% | 48,252 | +29.4% | 0.88% | +17.2% |
| Q1 2022 | $2,830,000 | -1.0% | 37,303 | +4.9% | 0.75% | +1.3% |
| Q4 2021 | $2,860,000 | +12.1% | 35,561 | +6.9% | 0.74% | +2.9% |
| Q3 2021 | $2,551,000 | +35.8% | 33,280 | +38.6% | 0.72% | +13.4% |
| Q2 2021 | $1,879,000 | +7.5% | 24,008 | +2.2% | 0.64% | -2.3% |
| Q1 2021 | $1,748,000 | -8.1% | 23,485 | -15.9% | 0.65% | -12.5% |
| Q4 2020 | $1,903,000 | +24.0% | 27,918 | +0.9% | 0.74% | +6.9% |
| Q3 2020 | $1,535,000 | +3.9% | 27,666 | -1.4% | 0.70% | +1.0% |
| Q2 2020 | $1,477,000 | +82.3% | 28,073 | +46.1% | 0.69% | +51.8% |
| Q1 2020 | $810,000 | -30.1% | 19,219 | -0.3% | 0.45% | -16.1% |
| Q4 2019 | $1,159,000 | +4.2% | 19,272 | -2.0% | 0.54% | -8.9% |
| Q3 2019 | $1,112,000 | -25.1% | 19,662 | -24.4% | 0.59% | -25.1% |
| Q2 2019 | $1,485,000 | +2.8% | 26,004 | -0.3% | 0.79% | -1.2% |
| Q1 2019 | $1,445,000 | +14.1% | 26,084 | -1.3% | 0.80% | +0.6% |
| Q4 2018 | $1,266,000 | -18.9% | 26,419 | -2.1% | 0.80% | -10.7% |
| Q3 2018 | $1,561,000 | -5.4% | 26,992 | -10.2% | 0.89% | -10.6% |
| Q2 2018 | $1,650,000 | +1.4% | 30,054 | -2.3% | 1.00% | -1.6% |
| Q1 2018 | $1,627,000 | -6.8% | 30,769 | -6.1% | 1.02% | -4.0% |
| Q4 2017 | $1,745,000 | +5.2% | 32,764 | -1.0% | 1.06% | -4.1% |
| Q3 2017 | $1,659,000 | -33.2% | 33,101 | -35.8% | 1.10% | -37.6% |
| Q2 2017 | $2,485,000 | +3.9% | 51,596 | +2.1% | 1.77% | +0.2% |
| Q1 2017 | $2,392,000 | – | 50,530 | – | 1.76% | – |
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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% |