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 | $1,437,982 | -6.8% | 21,247 | -2.2% | 0.39% | -4.9% |
Q2 2023 | $1,543,167 | +6.3% | 21,726 | +1.5% | 0.41% | +0.2% |
Q1 2023 | $1,452,081 | +3.9% | 21,401 | +0.5% | 0.40% | -6.9% |
Q4 2022 | $1,397,503 | +11.8% | 21,300 | +3.1% | 0.44% | +5.1% |
Q3 2022 | $1,250,000 | -7.6% | 20,654 | -4.2% | 0.41% | -4.8% |
Q2 2022 | $1,353,000 | -18.5% | 21,565 | -1.5% | 0.44% | -7.2% |
Q1 2022 | $1,660,000 | -5.6% | 21,883 | +0.1% | 0.47% | -2.7% |
Q4 2021 | $1,758,000 | +3.6% | 21,858 | -1.3% | 0.48% | -3.0% |
Q3 2021 | $1,697,000 | -3.9% | 22,139 | -1.8% | 0.50% | -6.2% |
Q2 2021 | $1,765,000 | -0.3% | 22,547 | -5.2% | 0.53% | -8.1% |
Q1 2021 | $1,770,000 | +9.0% | 23,777 | -0.2% | 0.58% | -5.1% |
Q4 2020 | $1,624,000 | +20.2% | 23,821 | -2.2% | 0.61% | -10.5% |
Q3 2020 | $1,351,000 | +5.7% | 24,353 | +0.3% | 0.68% | -1.6% |
Q2 2020 | $1,278,000 | +22.6% | 24,288 | -1.7% | 0.69% | -3.4% |
Q1 2020 | $1,042,000 | -59.0% | 24,719 | -41.5% | 0.71% | -38.7% |
Q4 2019 | $2,542,000 | +7.5% | 42,267 | +1.1% | 1.16% | +2.7% |
Q3 2019 | $2,364,000 | +3.5% | 41,818 | +4.5% | 1.13% | +1.2% |
Q2 2019 | $2,284,000 | +7.8% | 40,009 | +4.6% | 1.12% | +2.4% |
Q1 2019 | $2,119,000 | +20.1% | 38,264 | +3.9% | 1.10% | +10.6% |
Q4 2018 | $1,765,000 | -4.2% | 36,828 | +15.6% | 0.99% | +1.2% |
Q3 2018 | $1,842,000 | +9.6% | 31,845 | +4.0% | 0.98% | +0.5% |
Q2 2018 | $1,681,000 | +2.4% | 30,617 | -1.3% | 0.97% | -45.3% |
Q1 2018 | $1,641,000 | +5.8% | 31,026 | +6.6% | 1.78% | +90.6% |
Q4 2017 | $1,551,000 | +9.8% | 29,107 | +3.3% | 0.93% | +7.1% |
Q3 2017 | $1,412,000 | +6.5% | 28,174 | +2.3% | 0.87% | +2.3% |
Q2 2017 | $1,326,000 | +5.9% | 27,538 | +4.1% | 0.85% | +2.7% |
Q1 2017 | $1,252,000 | +4.9% | 26,450 | +0.0% | 0.83% | -1.0% |
Q4 2016 | $1,194,000 | -0.6% | 26,441 | -4.2% | 0.84% | -2.7% |
Q3 2016 | $1,201,000 | +2.5% | 27,594 | -1.1% | 0.86% | -1.6% |
Q2 2016 | $1,172,000 | +5.2% | 27,910 | +1.7% | 0.88% | +1.5% |
Q1 2016 | $1,114,000 | -84.0% | 27,454 | -84.6% | 0.86% | -74.8% |
Q3 2015 | $6,961,000 | -8.9% | 178,851 | -0.2% | 3.42% | -5.5% |
Q2 2015 | $7,640,000 | -1.5% | 179,179 | -0.3% | 3.62% | -2.9% |
Q1 2015 | $7,756,000 | +9.2% | 179,742 | +3.0% | 3.73% | -4.6% |
Q4 2014 | $7,103,000 | – | 174,565 | – | 3.91% | – |
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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% |