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 | $108,857,730 | -5.0% | 1,608,418 | -0.3% | 0.04% | -2.6% |
| Q2 2023 | $114,539,995 | +4.2% | 1,612,558 | -0.5% | 0.04% | -2.5% |
| Q1 2023 | $109,931,520 | +1.2% | 1,620,214 | -2.1% | 0.04% | -2.4% |
| Q4 2022 | $108,609,482 | +2.8% | 1,655,380 | -5.2% | 0.04% | -10.9% |
| Q3 2022 | $105,656,000 | -3.6% | 1,745,506 | -0.1% | 0.05% | +2.2% |
| Q2 2022 | $109,649,000 | -19.5% | 1,747,950 | -2.7% | 0.04% | 0.0% |
| Q1 2022 | $136,271,000 | -4.3% | 1,796,353 | +1.4% | 0.04% | +9.8% |
| Q4 2021 | $142,467,000 | +4.7% | 1,771,321 | -0.2% | 0.04% | -4.7% |
| Q3 2021 | $136,106,000 | +1.2% | 1,775,446 | +3.3% | 0.04% | 0.0% |
| Q2 2021 | $134,517,000 | +10.7% | 1,718,629 | +5.3% | 0.04% | +7.5% |
| Q1 2021 | $121,537,000 | +6.1% | 1,632,898 | -2.8% | 0.04% | +2.6% |
| Q4 2020 | $114,502,000 | +28.9% | 1,679,403 | +4.9% | 0.04% | +18.2% |
| Q3 2020 | $88,860,000 | +12.6% | 1,601,666 | +6.8% | 0.03% | 0.0% |
| Q2 2020 | $78,910,000 | +38.3% | 1,499,628 | +10.8% | 0.03% | +22.2% |
| Q1 2020 | $57,062,000 | -11.0% | 1,353,452 | +27.0% | 0.03% | +22.7% |
| Q4 2019 | $64,105,000 | +20.2% | 1,065,745 | +13.0% | 0.02% | +4.8% |
| Q3 2019 | $53,311,000 | +17.4% | 942,884 | +18.5% | 0.02% | +23.5% |
| Q2 2019 | $45,424,000 | +25.5% | 795,661 | +21.7% | 0.02% | +13.3% |
| Q1 2019 | $36,203,000 | +37.3% | 653,596 | +18.8% | 0.02% | +25.0% |
| Q4 2018 | $26,365,000 | -2.3% | 550,063 | +17.9% | 0.01% | +9.1% |
| Q3 2018 | $26,990,000 | +17.2% | 466,629 | +11.2% | 0.01% | +10.0% |
| Q2 2018 | $23,032,000 | +57.3% | 419,611 | +51.6% | 0.01% | +66.7% |
| Q1 2018 | $14,638,000 | +13.4% | 276,809 | +14.3% | 0.01% | +20.0% |
| Q4 2017 | $12,903,000 | +19.3% | 242,223 | +12.2% | 0.01% | 0.0% |
| Q3 2017 | $10,818,000 | +8.2% | 215,891 | +4.0% | 0.01% | 0.0% |
| Q2 2017 | $9,997,000 | +2.7% | 207,575 | +0.9% | 0.01% | 0.0% |
| Q1 2017 | $9,734,000 | +26.5% | 205,658 | +20.7% | 0.01% | +25.0% |
| Q4 2016 | $7,694,000 | +3.0% | 170,419 | -0.7% | 0.00% | 0.0% |
| Q3 2016 | $7,472,000 | +3.4% | 171,689 | -0.2% | 0.00% | -20.0% |
| Q2 2016 | $7,226,000 | -3.5% | 171,995 | -6.8% | 0.01% | 0.0% |
| Q1 2016 | $7,491,000 | +158.7% | 184,548 | +155.4% | 0.01% | +150.0% |
| Q4 2015 | $2,896,000 | +1.7% | 72,269 | -1.2% | 0.00% | 0.0% |
| Q3 2015 | $2,847,000 | -43.2% | 73,150 | -37.8% | 0.00% | -33.3% |
| Q2 2015 | $5,012,000 | +2.5% | 117,550 | +3.8% | 0.00% | 0.0% |
| Q1 2015 | $4,889,000 | +7914.8% | 113,301 | +7413.3% | 0.00% | – |
| Q4 2014 | $61,000 | – | 1,508 | – | 0.00% | – |
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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% |