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 | $2,588,283 | -5.0% | 38,243 | -0.3% | 0.29% | +6.2% |
| Q2 2023 | $2,725,012 | +4.3% | 38,364 | -0.3% | 0.27% | -4.2% |
| Q1 2023 | $2,612,065 | +2.2% | 38,498 | -1.2% | 0.29% | -8.6% |
| Q4 2022 | $2,556,660 | +10.1% | 38,968 | +1.5% | 0.31% | +3.3% |
| Q3 2022 | $2,323,000 | -4.2% | 38,380 | -0.7% | 0.30% | +1.3% |
| Q2 2022 | $2,425,000 | -19.9% | 38,655 | -3.2% | 0.30% | -19.6% |
| Q1 2022 | $3,028,000 | -8.0% | 39,918 | -2.5% | 0.37% | -5.8% |
| Q4 2021 | $3,292,000 | +7.5% | 40,924 | +2.5% | 0.40% | -1.5% |
| Q3 2021 | $3,062,000 | +1.0% | 39,940 | +3.1% | 0.40% | -2.2% |
| Q2 2021 | $3,033,000 | +11.7% | 38,750 | +6.2% | 0.41% | 0.0% |
| Q1 2021 | $2,716,000 | +13.4% | 36,489 | +3.9% | 0.41% | +7.6% |
| Q4 2020 | $2,395,000 | +20.9% | 35,127 | -1.6% | 0.38% | +5.5% |
| Q3 2020 | $1,981,000 | +5.8% | 35,702 | +0.4% | 0.36% | -4.7% |
| Q2 2020 | $1,872,000 | -8.7% | 35,568 | -26.8% | 0.38% | -22.5% |
| Q1 2020 | $2,050,000 | -65.9% | 48,616 | -51.4% | 0.49% | -59.5% |
| Q4 2019 | $6,011,000 | -27.2% | 99,939 | -31.5% | 1.21% | -40.0% |
| Q3 2019 | $8,254,000 | -0.3% | 145,982 | +0.7% | 2.01% | +2.3% |
| Q2 2019 | $8,275,000 | +5.0% | 144,951 | +1.9% | 1.96% | -11.0% |
| Q1 2019 | $7,879,000 | +17.6% | 142,248 | +1.8% | 2.21% | +9.7% |
| Q4 2018 | $6,700,000 | -15.6% | 139,779 | +1.8% | 2.01% | +0.7% |
| Q3 2018 | $7,939,000 | +17.9% | 137,254 | +11.9% | 2.00% | -10.9% |
| Q2 2018 | $6,734,000 | +20.5% | 122,686 | +16.1% | 2.24% | +19.4% |
| Q1 2018 | $5,588,000 | +52.3% | 105,678 | +53.4% | 1.88% | +61.5% |
| Q4 2017 | $3,669,000 | +9.7% | 68,871 | +3.1% | 1.16% | +7.1% |
| Q3 2017 | $3,346,000 | +6.8% | 66,777 | +2.6% | 1.09% | +2.3% |
| Q2 2017 | $3,133,000 | +0.5% | 65,062 | -1.2% | 1.06% | -2.4% |
| Q1 2017 | $3,116,000 | +19.6% | 65,832 | +14.1% | 1.09% | +17.1% |
| Q4 2016 | $2,606,000 | +11.8% | 57,709 | +7.8% | 0.93% | +10.7% |
| Q3 2016 | $2,330,000 | +9.3% | 53,546 | +5.5% | 0.84% | +6.7% |
| Q2 2016 | $2,131,000 | – | 50,732 | – | 0.79% | – |
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% |