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. | 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% |