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 | $1,858,290 | +296.0% | 27,457 | +283.9% | 1.36% | +184.7% |
| Q4 2022 | $469,243 | +9.4% | 7,152 | +0.8% | 0.48% | +34.5% |
| Q3 2022 | $429,000 | -87.1% | 7,093 | -86.6% | 0.35% | -86.8% |
| Q2 2022 | $3,318,000 | -4.9% | 52,900 | +15.0% | 2.68% | +3.6% |
| Q1 2022 | $3,488,000 | +49728.6% | 45,981 | -42.4% | 2.58% | +51580.0% |
| Q4 2021 | $7,000 | -99.8% | 79,830 | +19.7% | 0.01% | -99.9% |
| Q2 2019 | $3,807,000 | +37.0% | 66,692 | +33.0% | 5.27% | +27.0% |
| Q1 2019 | $2,778,000 | -6.9% | 50,153 | -19.4% | 4.15% | -8.7% |
| Q4 2018 | $2,984,000 | – | 62,259 | – | 4.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |