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 | $36,886 | -13.3% | 545 | -9.0% | 0.01% | 0.0% |
| Q2 2023 | $42,547 | +82.3% | 599 | +74.1% | 0.01% | +66.7% |
| Q1 2023 | $23,340 | +22.7% | 344 | +18.6% | 0.00% | +50.0% |
| Q4 2022 | $19,027 | +11.9% | 290 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $17,000 | -5.6% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -18.2% | 290 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $22,000 | -4.3% | 290 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 290 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -4.3% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 290 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $22,000 | +10.0% | 290 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +25.0% | 290 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | +6.7% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | +25.0% | 290 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $12,000 | -33.3% | 290 | -2.4% | 0.00% | -25.0% |
| Q4 2019 | $18,000 | +5.9% | 297 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | – | 297 | +4142.9% | 0.00% | – |
| Q2 2019 | $0 | – | 7 | -12.5% | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 8 | -97.4% | 0.00% | -100.0% |
| Q2 2018 | $17,000 | -29.2% | 310 | -32.9% | 0.01% | -27.3% |
| Q1 2018 | $24,000 | +14.3% | 462 | +19.4% | 0.01% | -8.3% |
| Q4 2017 | $21,000 | +40.0% | 387 | +33.4% | 0.01% | +33.3% |
| Q3 2017 | $15,000 | -94.6% | 290 | -95.2% | 0.01% | -95.2% |
| Q4 2016 | $276,000 | +3.8% | 6,102 | 0.0% | 0.19% | +6.2% |
| Q3 2016 | $266,000 | +3.9% | 6,102 | 0.0% | 0.18% | -4.3% |
| Q2 2016 | $256,000 | +3.2% | 6,102 | 0.0% | 0.18% | +0.5% |
| Q1 2016 | $248,000 | +1.2% | 6,102 | 0.0% | 0.18% | +2.2% |
| Q4 2015 | $245,000 | +3.4% | 6,102 | 0.0% | 0.18% | +2.3% |
| Q3 2015 | $237,000 | – | 6,102 | – | 0.18% | – |
Download | ||||||
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% |