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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,279,828 | +5.0% | 144,725 | +0.3% | 3.34% | +0.5% |
| Q1 2023 | $9,787,177 | +1.9% | 144,247 | -1.5% | 3.32% | -5.4% |
| Q4 2022 | $9,608,368 | +8.4% | 146,447 | -0.0% | 3.51% | +2.0% |
| Q3 2022 | $8,865,000 | +3.2% | 146,448 | +6.9% | 3.44% | +8.5% |
| Q2 2022 | $8,591,000 | -19.7% | 136,957 | -2.9% | 3.17% | -8.8% |
| Q1 2022 | $10,699,000 | -7.4% | 141,039 | -1.8% | 3.48% | -2.9% |
| Q4 2021 | $11,554,000 | +7.7% | 143,656 | +2.7% | 3.58% | +2.9% |
| Q3 2021 | $10,727,000 | -0.1% | 139,932 | +2.0% | 3.48% | -2.4% |
| Q2 2021 | $10,740,000 | +1.9% | 137,222 | -3.1% | 3.57% | -10.2% |
| Q1 2021 | $10,536,000 | +2.4% | 141,559 | -6.2% | 3.97% | -2.0% |
| Q4 2020 | $10,291,000 | +24.1% | 150,941 | +0.9% | 4.05% | +13.8% |
| Q3 2020 | $8,295,000 | -1.5% | 149,521 | -6.6% | 3.56% | -7.4% |
| Q2 2020 | $8,425,000 | +57.1% | 160,113 | +25.9% | 3.85% | +34.5% |
| Q1 2020 | $5,364,000 | -33.8% | 127,224 | -5.5% | 2.86% | -20.8% |
| Q4 2019 | $8,098,000 | +10.7% | 134,624 | +4.0% | 3.61% | +2.7% |
| Q3 2019 | $7,318,000 | -0.0% | 129,430 | +0.9% | 3.52% | -2.0% |
| Q2 2019 | $7,321,000 | +4.7% | 128,229 | +1.6% | 3.59% | -3.3% |
| Q1 2019 | $6,993,000 | +29.0% | 126,257 | +11.6% | 3.71% | +14.6% |
| Q4 2018 | $5,423,000 | -17.9% | 113,145 | -0.9% | 3.24% | -10.1% |
| Q3 2018 | $6,602,000 | +19.9% | 114,150 | +13.8% | 3.60% | +13.0% |
| Q2 2018 | $5,506,000 | -6.6% | 100,313 | -10.1% | 3.19% | +15.3% |
| Q1 2018 | $5,898,000 | +3.1% | 111,530 | +3.6% | 2.76% | -2.5% |
| Q4 2017 | $5,720,000 | -53.8% | 107,632 | -56.4% | 2.84% | -10.0% |
| Q3 2017 | $12,385,000 | +123.7% | 247,021 | +114.7% | 3.15% | +1.5% |
| Q2 2017 | $5,536,000 | +18.8% | 115,077 | +18.7% | 3.10% | +15.3% |
| Q1 2017 | $4,658,000 | +958.6% | 96,969 | +783.2% | 2.69% | +540.7% |
| Q4 2015 | $440,000 | – | 10,979 | – | 0.42% | – |
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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% |