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 | $2,387,740 | -5.1% | 35,280 | -0.4% | 0.04% | -4.9% |
| Q2 2023 | $2,516,181 | +2.7% | 35,424 | -1.9% | 0.04% | -2.4% |
| Q1 2023 | $2,450,403 | +3.7% | 36,115 | +0.3% | 0.04% | -2.3% |
| Q4 2022 | $2,361,963 | +10.0% | 36,000 | +1.5% | 0.04% | -4.4% |
| Q3 2022 | $2,147,000 | -2.4% | 35,473 | +1.1% | 0.04% | -2.2% |
| Q2 2022 | $2,200,000 | +1.2% | 35,077 | +22.5% | 0.05% | -6.1% |
| Q1 2022 | $2,173,000 | -4.1% | 28,643 | +1.7% | 0.05% | -2.0% |
| Q4 2021 | $2,266,000 | +4.8% | 28,169 | -0.1% | 0.05% | +11.1% |
| Q3 2021 | $2,162,000 | -0.9% | 28,203 | +1.2% | 0.04% | -21.1% |
| Q2 2021 | $2,181,000 | +4.0% | 27,871 | -1.1% | 0.06% | +14.0% |
| Q1 2021 | $2,098,000 | +875.8% | 28,185 | +452.6% | 0.05% | +455.6% |
| Q1 2020 | $215,000 | – | 5,100 | – | 0.01% | – |
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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% |