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 | $3,531,784 | -6.3% | 52,184 | -1.6% | 1.26% | -4.4% |
| Q2 2023 | $3,768,494 | -0.3% | 53,055 | -4.8% | 1.32% | -1.2% |
| Q1 2023 | $3,781,679 | -7.5% | 55,736 | -10.6% | 1.33% | -7.2% |
| Q4 2022 | $4,088,266 | -3.7% | 62,312 | -11.2% | 1.44% | -11.5% |
| Q3 2022 | $4,247,000 | -7.1% | 70,174 | -3.7% | 1.62% | +3.8% |
| Q2 2022 | $4,571,000 | -19.8% | 72,874 | -3.0% | 1.56% | -2.9% |
| Q1 2022 | $5,696,000 | -1.4% | 75,096 | +4.5% | 1.61% | +0.9% |
| Q4 2021 | $5,777,000 | +6.4% | 71,830 | +1.4% | 1.59% | +1.0% |
| Q3 2021 | $5,428,000 | -4.9% | 70,804 | -2.9% | 1.58% | -4.8% |
| Q2 2021 | $5,707,000 | +1.8% | 72,919 | -3.2% | 1.66% | +7.0% |
| Q1 2021 | $5,604,000 | +17.0% | 75,294 | +7.2% | 1.55% | +8.1% |
| Q4 2020 | $4,789,000 | +17.9% | 70,246 | -4.1% | 1.43% | +6.0% |
| Q3 2020 | $4,061,000 | -1.6% | 73,213 | -6.6% | 1.35% | -7.2% |
| Q2 2020 | $4,125,000 | -2.5% | 78,397 | -21.9% | 1.46% | -17.5% |
| Q1 2020 | $4,232,000 | -43.9% | 100,397 | -19.9% | 1.77% | -39.8% |
| Q4 2019 | $7,538,000 | +3.5% | 125,320 | -2.7% | 2.93% | -2.2% |
| Q3 2019 | $7,282,000 | -4.2% | 128,805 | -3.3% | 3.00% | -4.6% |
| Q2 2019 | $7,604,000 | +4.7% | 133,197 | +1.6% | 3.14% | +1.5% |
| Q1 2019 | $7,263,000 | +24.0% | 131,130 | +7.3% | 3.10% | +10.5% |
| Q4 2018 | $5,859,000 | -2.8% | 122,261 | +17.3% | 2.80% | -8.3% |
| Q3 2018 | $6,026,000 | -11.5% | 104,200 | -16.0% | 3.06% | -6.9% |
| Q2 2018 | $6,809,000 | +6.2% | 124,052 | +2.3% | 3.28% | +28.0% |
| Q1 2018 | $6,409,000 | -3.6% | 121,211 | -2.9% | 2.56% | -2.1% |
| Q4 2017 | $6,650,000 | +6.2% | 124,846 | -0.1% | 2.62% | -6.9% |
| Q3 2017 | $6,262,000 | +1.3% | 124,973 | -2.6% | 2.82% | -3.5% |
| Q2 2017 | $6,181,000 | -0.7% | 128,358 | -2.4% | 2.92% | -4.0% |
| Q1 2017 | $6,224,000 | +1.9% | 131,502 | -2.8% | 3.04% | -2.8% |
| Q4 2016 | $6,110,000 | -1.3% | 135,329 | -4.9% | 3.12% | -3.3% |
| Q3 2016 | $6,190,000 | -6.2% | 142,240 | -9.4% | 3.23% | -0.7% |
| Q2 2016 | $6,597,000 | -5.9% | 157,025 | -9.1% | 3.26% | -7.8% |
| Q1 2016 | $7,012,000 | -3.2% | 172,746 | -4.5% | 3.53% | -9.5% |
| Q4 2015 | $7,244,000 | – | 180,802 | – | 3.90% | – |
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% |