SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,022 | -4.7% | 3,443 | 0.0% | 0.13% | -14.6% |
| Q2 2023 | $244,556 | +4.7% | 3,443 | 0.0% | 0.16% | -12.8% |
| Q1 2023 | $233,608 | +3.4% | 3,443 | 0.0% | 0.18% | -17.4% |
| Q4 2022 | $225,895 | +8.6% | 3,443 | 0.0% | 0.22% | -2.7% |
| Q3 2022 | $208,000 | -3.7% | 3,443 | 0.0% | 0.22% | +5.2% |
| Q2 2022 | $216,000 | -17.2% | 3,443 | 0.0% | 0.21% | +1.4% |
| Q1 2022 | $261,000 | -31.7% | 3,443 | -27.4% | 0.21% | -16.0% |
| Q4 2021 | $382,000 | +4.9% | 4,744 | 0.0% | 0.25% | +5.0% |
| Q3 2021 | $364,000 | -1.9% | 4,744 | 0.0% | 0.24% | +2.1% |
| Q2 2021 | $371,000 | -21.4% | 4,744 | -25.3% | 0.23% | -27.2% |
| Q1 2021 | $472,000 | +7.0% | 6,347 | -1.9% | 0.32% | +3.9% |
| Q4 2020 | $441,000 | -23.8% | 6,469 | -38.1% | 0.31% | -31.6% |
| Q3 2020 | $579,000 | -20.2% | 10,444 | -24.3% | 0.45% | -29.1% |
| Q2 2020 | $726,000 | +26.3% | 13,800 | +1.1% | 0.64% | +5.1% |
| Q1 2020 | $575,000 | -72.9% | 13,650 | -61.3% | 0.60% | -58.4% |
| Q4 2019 | $2,120,000 | – | 35,241 | – | 1.45% | – |
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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% |