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 | $22,412,642 | +167.4% | 331,156 | +144.8% | 0.17% | +185.0% |
| Q2 2023 | $8,380,598 | +48.8% | 135,288 | +63.0% | 0.06% | +9.1% |
| Q1 2023 | $5,632,483 | +527.3% | 83,014 | +506.6% | 0.06% | +400.0% |
| Q4 2022 | $897,898 | +16.0% | 13,685 | +6.9% | 0.01% | +10.0% |
| Q3 2022 | $774,000 | -6.0% | 12,798 | -2.5% | 0.01% | -9.1% |
| Q2 2022 | $823,000 | -18.4% | 13,120 | -1.4% | 0.01% | 0.0% |
| Q1 2022 | $1,009,000 | -9.3% | 13,312 | -3.8% | 0.01% | -8.3% |
| Q4 2021 | $1,112,000 | +12.2% | 13,836 | +6.9% | 0.01% | -14.3% |
| Q3 2021 | $991,000 | -2.2% | 12,940 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,013,000 | +5.1% | 12,937 | -0.1% | 0.01% | -17.6% |
| Q1 2021 | $964,000 | +13.7% | 12,946 | +4.1% | 0.02% | -5.6% |
| Q4 2020 | $848,000 | +26.2% | 12,435 | +2.7% | 0.02% | +5.9% |
| Q3 2020 | $672,000 | +5.5% | 12,110 | -0.0% | 0.02% | -10.5% |
| Q2 2020 | $637,000 | +25.4% | 12,112 | +0.5% | 0.02% | -13.6% |
| Q1 2020 | $508,000 | -15.9% | 12,052 | +20.0% | 0.02% | -8.3% |
| Q4 2019 | $604,000 | +8.2% | 10,046 | +1.8% | 0.02% | -14.3% |
| Q3 2019 | $558,000 | -2.8% | 9,866 | -1.5% | 0.03% | -15.2% |
| Q2 2019 | $574,000 | +102.8% | 10,021 | +95.8% | 0.03% | +83.3% |
| Q1 2019 | $283,000 | – | 5,118 | – | 0.02% | – |
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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% |