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 | $465,638 | -4.7% | 6,880 | 0.0% | 0.36% | +0.6% |
Q2 2023 | $488,686 | +4.7% | 6,880 | 0.0% | 0.36% | +0.8% |
Q1 2023 | $466,808 | +3.4% | 6,880 | 0.0% | 0.36% | +1.7% |
Q4 2022 | $451,397 | +8.5% | 6,880 | 0.0% | 0.35% | -2.5% |
Q3 2022 | $416,000 | -3.7% | 6,880 | 0.0% | 0.36% | -0.6% |
Q2 2022 | $432,000 | -19.6% | 6,880 | -2.8% | 0.36% | -9.9% |
Q1 2022 | $537,000 | -8.4% | 7,080 | -2.7% | 0.40% | -9.2% |
Q4 2021 | $586,000 | +5.0% | 7,280 | 0.0% | 0.44% | -6.7% |
Q3 2021 | $558,000 | -2.1% | 7,280 | 0.0% | 0.48% | -2.3% |
Q2 2021 | $570,000 | +5.2% | 7,280 | 0.0% | 0.49% | +0.8% |
Q1 2021 | $542,000 | +1.9% | 7,280 | -6.7% | 0.48% | -5.7% |
Q4 2020 | $532,000 | +22.9% | 7,805 | 0.0% | 0.51% | +9.9% |
Q3 2020 | $433,000 | +3.3% | 7,805 | -1.9% | 0.47% | -1.3% |
Q2 2020 | $419,000 | +22.5% | 7,955 | -1.9% | 0.47% | +5.6% |
Q1 2020 | $342,000 | -29.9% | 8,105 | 0.0% | 0.45% | -9.1% |
Q4 2019 | $488,000 | – | 8,105 | – | 0.49% | – |
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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% |