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 | $54,347 | +280.7% | 803 | +299.5% | 0.01% | +350.0% |
| Q2 2023 | $14,277 | +4.7% | 201 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,638 | +3.4% | 201 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,188 | +9.9% | 201 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $12,000 | -84.4% | 201 | -83.5% | 0.00% | -81.2% |
| Q2 2022 | $77,000 | +413.3% | 1,220 | +507.0% | 0.02% | +433.3% |
| Q1 2022 | $15,000 | -34.8% | 201 | -28.2% | 0.00% | -25.0% |
| Q4 2021 | $23,000 | +109.1% | 280 | +101.4% | 0.00% | +100.0% |
| Q3 2021 | $11,000 | 0.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +10.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +150.0% | 139 | +124.2% | 0.00% | – |
| Q4 2020 | $4,000 | +100.0% | 62 | +100.0% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | -95.9% | 31 | -97.3% | 0.00% | -94.7% |
| Q1 2020 | $49,000 | +53.1% | 1,161 | +117.0% | 0.02% | +58.3% |
| Q4 2019 | $32,000 | +14.3% | 535 | +6.2% | 0.01% | +9.1% |
| Q3 2019 | $28,000 | -30.0% | 504 | -28.3% | 0.01% | -31.2% |
| Q2 2019 | $40,000 | – | 703 | – | 0.02% | – |
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% |