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 | $3,093,092 | +27.0% | 45,702 | +33.3% | 0.12% | +31.5% |
| Q2 2023 | $2,436,041 | -9.1% | 34,296 | -13.2% | 0.09% | -16.4% |
| Q1 2023 | $2,680,043 | -20.6% | 39,500 | -23.2% | 0.11% | -27.2% |
| Q4 2022 | $3,376,125 | +12.8% | 51,457 | +4.0% | 0.15% | -1.9% |
| Q3 2022 | $2,994,000 | -8.6% | 49,464 | -5.3% | 0.15% | -29.0% |
| Q2 2022 | $3,276,000 | -3.3% | 52,218 | +17.0% | 0.22% | +14.2% |
| Q1 2022 | $3,387,000 | -32.0% | 44,646 | -27.9% | 0.19% | -28.0% |
| Q4 2021 | $4,981,000 | +2.0% | 61,924 | -2.8% | 0.26% | -8.7% |
| Q3 2021 | $4,882,000 | +37.7% | 63,680 | +40.6% | 0.29% | +37.6% |
| Q2 2021 | $3,545,000 | +30.7% | 45,289 | +24.3% | 0.21% | +12.9% |
| Q1 2021 | $2,713,000 | – | 36,446 | – | 0.19% | – |
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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% |