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 | $1,819,286 | -12.7% | 26,881 | -8.4% | 0.30% | -10.4% |
| Q2 2023 | $2,084,446 | +2.0% | 29,346 | -2.6% | 0.34% | -7.2% |
| Q1 2023 | $2,044,268 | +3.6% | 30,129 | +0.2% | 0.36% | -4.2% |
| Q4 2022 | $1,972,345 | -22.8% | 30,062 | -28.8% | 0.38% | -29.7% |
| Q3 2022 | $2,555,000 | -2.5% | 42,219 | +1.1% | 0.54% | -3.2% |
| Q2 2022 | $2,620,000 | -17.6% | 41,772 | -0.3% | 0.56% | -6.9% |
| Q1 2022 | $3,179,000 | -6.6% | 41,900 | -1.0% | 0.60% | -9.1% |
| Q4 2021 | $3,405,000 | +4.3% | 42,332 | -0.6% | 0.66% | -1.6% |
| Q3 2021 | $3,264,000 | -3.6% | 42,582 | -1.6% | 0.67% | -12.2% |
| Q2 2021 | $3,387,000 | +8.0% | 43,275 | +2.7% | 0.76% | -0.4% |
| Q1 2021 | $3,135,000 | +10.2% | 42,118 | +1.0% | 0.76% | +6.5% |
| Q4 2020 | $2,845,000 | +21.2% | 41,721 | -1.4% | 0.72% | -15.0% |
| Q3 2020 | $2,347,000 | +12.0% | 42,296 | +6.2% | 0.84% | +4.3% |
| Q2 2020 | $2,095,000 | -30.8% | 39,808 | -44.6% | 0.81% | -42.3% |
| Q1 2020 | $3,028,000 | -26.6% | 71,807 | +4.7% | 1.40% | -6.2% |
| Q4 2019 | $4,124,000 | +8.6% | 68,553 | +2.1% | 1.50% | +1.5% |
| Q3 2019 | $3,797,000 | -2.4% | 67,143 | -1.5% | 1.48% | -4.3% |
| Q2 2019 | $3,892,000 | +4.8% | 68,161 | +1.7% | 1.54% | -0.3% |
| Q1 2019 | $3,712,000 | +1.9% | 67,002 | -11.8% | 1.55% | -15.1% |
| Q4 2018 | $3,642,000 | -18.2% | 75,969 | -1.3% | 1.82% | -7.2% |
| Q3 2018 | $4,452,000 | +5.9% | 76,963 | +0.5% | 1.96% | +1.2% |
| Q2 2018 | $4,203,000 | +3.6% | 76,563 | -0.1% | 1.94% | +0.2% |
| Q1 2018 | $4,055,000 | +4.7% | 76,672 | +5.5% | 1.94% | -0.4% |
| Q4 2017 | $3,873,000 | +8.5% | 72,699 | +2.1% | 1.94% | +3.1% |
| Q3 2017 | $3,568,000 | +2.1% | 71,199 | -1.8% | 1.89% | -2.5% |
| Q2 2017 | $3,493,000 | +14.8% | 72,516 | +12.8% | 1.93% | +10.0% |
| Q1 2017 | $3,043,000 | +5.0% | 64,279 | +0.1% | 1.76% | -0.5% |
| Q4 2016 | $2,899,000 | +10.2% | 64,197 | +6.2% | 1.77% | +3.3% |
| Q3 2016 | $2,631,000 | +4.7% | 60,453 | +1.0% | 1.71% | -2.5% |
| Q2 2016 | $2,514,000 | +18.0% | 59,842 | +14.0% | 1.75% | +9.9% |
| Q1 2016 | $2,131,000 | +20.1% | 52,475 | +18.5% | 1.60% | +10.1% |
| Q4 2015 | $1,774,000 | +5.7% | 44,272 | +2.7% | 1.45% | +6.2% |
| Q3 2015 | $1,679,000 | -7.5% | 43,119 | +1.3% | 1.36% | +0.4% |
| Q2 2015 | $1,816,000 | +7.7% | 42,569 | +9.0% | 1.36% | +5.8% |
| Q1 2015 | $1,686,000 | +8.6% | 39,052 | +2.4% | 1.28% | +7.2% |
| Q4 2014 | $1,553,000 | +6.6% | 38,153 | +1.4% | 1.20% | +3.0% |
| Q3 2014 | $1,457,000 | +6.9% | 37,642 | +11.2% | 1.16% | +9.0% |
| Q2 2014 | $1,363,000 | +13.9% | 33,863 | +9.3% | 1.07% | +4.4% |
| Q1 2014 | $1,197,000 | +8.0% | 30,987 | +4.7% | 1.02% | +6.7% |
| Q4 2013 | $1,108,000 | – | 29,583 | – | 0.96% | – |
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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% |