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 | $1,189,761 | -4.3% | 17,579 | +0.4% | 0.29% | -11.3% |
Q2 2023 | $1,243,854 | +5.1% | 17,512 | +0.4% | 0.33% | +16.0% |
Q1 2023 | $1,183,119 | +113008.9% | 17,437 | +0.9% | 0.28% | -6.6% |
Q4 2022 | $1,046 | -99.9% | 17,288 | 0.0% | 0.30% | 0.0% |
Q3 2022 | $1,046,000 | -99.9% | 17,288 | +0.5% | 0.30% | -1.3% |
Q2 2022 | $1,079,515,000 | -16.9% | 17,209 | +0.4% | 0.30% | -4.7% |
Q1 2022 | $1,299,624,000 | +94555.8% | 17,132 | +0.3% | 0.32% | -0.3% |
Q4 2021 | $1,373,000 | +5.3% | 17,073 | +0.3% | 0.32% | -5.9% |
Q3 2021 | $1,304,000 | -1.7% | 17,016 | +0.4% | 0.34% | -1.7% |
Q2 2021 | $1,327,000 | +5.4% | 16,955 | +0.3% | 0.35% | -2.8% |
Q1 2021 | $1,259,000 | – | 16,912 | – | 0.36% | – |
Download |
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% |