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 | $238,164 | -4.7% | 3,519 | +0.0% | 0.02% | -8.0% |
| Q2 2023 | $249,903 | -3.1% | 3,518 | -7.4% | 0.02% | -16.7% |
| Q1 2023 | $257,796 | -15.0% | 3,799 | -17.9% | 0.03% | -16.7% |
| Q4 2022 | $303,444 | -7.2% | 4,625 | -14.4% | 0.04% | -14.3% |
| Q3 2022 | $327,000 | -6.3% | 5,403 | -2.9% | 0.04% | 0.0% |
| Q2 2022 | $349,000 | -19.2% | 5,565 | -2.2% | 0.04% | -10.6% |
| Q1 2022 | $432,000 | -11.5% | 5,690 | -6.3% | 0.05% | -19.0% |
| Q4 2021 | $488,000 | +1.5% | 6,072 | -3.2% | 0.06% | -4.9% |
| Q3 2021 | $481,000 | -46.6% | 6,272 | -45.5% | 0.06% | -46.0% |
| Q2 2021 | $901,000 | -21.4% | 11,513 | -25.2% | 0.11% | -30.2% |
| Q1 2021 | $1,146,000 | -14.4% | 15,391 | -21.7% | 0.16% | -18.6% |
| Q4 2020 | $1,339,000 | +13.6% | 19,644 | -7.6% | 0.20% | -10.4% |
| Q3 2020 | $1,179,000 | -6.1% | 21,259 | -10.9% | 0.22% | -12.6% |
| Q2 2020 | $1,256,000 | +21.9% | 23,871 | -2.3% | 0.25% | +1.2% |
| Q1 2020 | $1,030,000 | +1057.3% | 24,430 | +1544.0% | 0.25% | +945.8% |
| Q4 2019 | $89,000 | +6.0% | 1,486 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $84,000 | +23.5% | 1,486 | +24.5% | 0.02% | +9.5% |
| Q2 2019 | $68,000 | +19.3% | 1,194 | +15.7% | 0.02% | 0.0% |
| Q1 2019 | $57,000 | +42.5% | 1,032 | +24.2% | 0.02% | +23.5% |
| Q4 2018 | $40,000 | -85.0% | 831 | -82.9% | 0.02% | -87.3% |
| Q2 2018 | $267,000 | -15.0% | 4,864 | -18.0% | 0.13% | -23.4% |
| Q1 2018 | $314,000 | -16.9% | 5,933 | -16.3% | 0.18% | -21.2% |
| Q4 2017 | $378,000 | -6.4% | 7,092 | -12.1% | 0.22% | -10.5% |
| Q3 2017 | $404,000 | -10.0% | 8,065 | -13.5% | 0.25% | -16.2% |
| Q2 2017 | $449,000 | -87.2% | 9,320 | -87.4% | 0.30% | -88.5% |
| Q1 2017 | $3,510,000 | +10.4% | 74,170 | +5.4% | 2.57% | -6.6% |
| Q4 2016 | $3,178,000 | – | 70,395 | – | 2.75% | – |
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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% |