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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,943,000 | -8.4% | 62,861 | +10.8% | 0.36% | +4.9% |
| Q1 2022 | $4,304,000 | +1465.1% | 56,740 | +1515.1% | 0.35% | +1477.3% |
| Q4 2021 | $275,000 | -16.4% | 3,513 | -13.4% | 0.02% | 0.0% |
| Q3 2021 | $329,000 | +63.7% | 4,058 | +43.6% | 0.02% | -35.3% |
| Q4 2020 | $201,000 | -92.7% | 2,826 | -94.4% | 0.03% | -94.2% |
| Q2 2020 | $2,745,000 | +10.2% | 50,713 | -11.2% | 0.59% | -0.2% |
| Q1 2020 | $2,492,000 | +0.4% | 57,122 | +38.5% | 0.59% | +9.1% |
| Q4 2019 | $2,481,000 | +12.5% | 41,245 | +5.8% | 0.54% | +2.3% |
| Q3 2019 | $2,205,000 | -7.0% | 38,997 | -6.1% | 0.53% | -12.2% |
| Q2 2019 | $2,371,000 | +4.5% | 41,537 | -16.7% | 0.60% | -5.7% |
| Q1 2019 | $2,268,000 | +450.5% | 49,848 | +479.5% | 0.64% | +381.1% |
| Q4 2018 | $412,000 | +38.3% | 8,602 | +66.6% | 0.13% | +50.0% |
| Q3 2018 | $298,000 | +8.4% | 5,164 | +3.1% | 0.09% | +1.1% |
| Q2 2018 | $275,000 | +31.0% | 5,010 | +26.3% | 0.09% | +8.8% |
| Q1 2018 | $210,000 | -31.1% | 3,966 | +542.8% | 0.08% | +1.3% |
| Q4 2017 | $305,000 | – | 617 | – | 0.08% | – |
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% |