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 | $927,893 | -4.6% | 13,710 | +0.1% | 1.61% | -1.3% |
| Q2 2023 | $972,472 | +12.3% | 13,691 | +7.3% | 1.63% | +7.6% |
| Q1 2023 | $865,834 | +104595.8% | 12,761 | +1.3% | 1.52% | -5.4% |
| Q4 2022 | $827 | -99.9% | 12,599 | +0.3% | 1.60% | -0.1% |
| Q3 2022 | $761,000 | -3.4% | 12,567 | 0.0% | 1.60% | -8.0% |
| Q2 2022 | $788,000 | -18.0% | 12,567 | -0.8% | 1.74% | -7.4% |
| Q1 2022 | $961,000 | -5.1% | 12,669 | +0.6% | 1.88% | +21.2% |
| Q4 2021 | $1,013,000 | +4.9% | 12,596 | 0.0% | 1.55% | -0.8% |
| Q3 2021 | $966,000 | -1.3% | 12,596 | +0.8% | 1.56% | -4.3% |
| Q2 2021 | $979,000 | +5.2% | 12,502 | -0.0% | 1.64% | -2.9% |
| Q1 2021 | $931,000 | +8.9% | 12,508 | -2.6% | 1.68% | +8.9% |
| Q4 2020 | $855,000 | +22.3% | 12,838 | 0.0% | 1.54% | +9.0% |
| Q3 2020 | $699,000 | +3.4% | 12,838 | 0.0% | 1.42% | -2.2% |
| Q2 2020 | $676,000 | +47.3% | 12,838 | +17.8% | 1.45% | +29.8% |
| Q1 2020 | $459,000 | -29.9% | 10,894 | -0.0% | 1.12% | -17.5% |
| Q4 2019 | $655,000 | +12.2% | 10,897 | +5.6% | 1.35% | +8.1% |
| Q3 2019 | $584,000 | -0.8% | 10,322 | 0.0% | 1.25% | +29.7% |
| Q2 2019 | $589,000 | +0.2% | 10,322 | -2.8% | 0.96% | +5.1% |
| Q1 2019 | $588,000 | +23.5% | 10,619 | +6.9% | 0.92% | +19.4% |
| Q4 2018 | $476,000 | -15.2% | 9,937 | +2.4% | 0.77% | -5.3% |
| Q3 2018 | $561,000 | +36.8% | 9,705 | +25.1% | 0.81% | +203.0% |
| Q2 2018 | $410,000 | 0.0% | 7,755 | 0.0% | 0.27% | 0.0% |
| Q1 2018 | $410,000 | -1.0% | 7,755 | -0.3% | 0.27% | -2.2% |
| Q4 2017 | $414,000 | +6.2% | 7,779 | 0.0% | 0.27% | +3.4% |
| Q3 2017 | $390,000 | +954.1% | 7,779 | 0.0% | 0.26% | +846.4% |
| Q2 2017 | $37,000 | – | 7,779 | – | 0.03% | – |
Download | ||||||
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% |