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 | $646,285 | +10.3% | 9,549 | +15.8% | 0.04% | +2.4% |
Q2 2023 | $585,963 | -12.5% | 8,249 | -16.4% | 0.04% | -19.2% |
Q1 2023 | $669,514 | -0.9% | 9,867 | -4.2% | 0.05% | -7.1% |
Q4 2022 | $675,534 | -13.7% | 10,296 | -20.5% | 0.06% | -31.7% |
Q3 2022 | $783,000 | +10.7% | 12,943 | +14.9% | 0.08% | +28.1% |
Q2 2022 | $707,000 | -14.6% | 11,263 | +3.2% | 0.06% | -4.5% |
Q1 2022 | $828,000 | -19.2% | 10,909 | -14.4% | 0.07% | -9.5% |
Q4 2021 | $1,025,000 | +0.6% | 12,749 | -4.1% | 0.07% | -14.9% |
Q3 2021 | $1,019,000 | +3.3% | 13,289 | +5.5% | 0.09% | 0.0% |
Q2 2021 | $986,000 | +6.9% | 12,595 | +1.7% | 0.09% | -11.2% |
Q1 2021 | $922,000 | -0.2% | 12,385 | -8.6% | 0.10% | -22.8% |
Q4 2020 | $924,000 | +18.6% | 13,557 | -3.5% | 0.13% | -33.2% |
Q3 2020 | $779,000 | -25.5% | 14,045 | -29.4% | 0.19% | -40.8% |
Q2 2020 | $1,046,000 | +42.3% | 19,886 | +14.0% | 0.32% | -38.4% |
Q1 2020 | $735,000 | -33.4% | 17,439 | -4.9% | 0.52% | -16.8% |
Q4 2019 | $1,103,000 | +5.4% | 18,340 | -0.8% | 0.63% | +56.5% |
Q3 2019 | $1,046,000 | +7.1% | 18,494 | +8.1% | 0.40% | +2.6% |
Q2 2019 | $977,000 | +315.7% | 17,113 | +303.4% | 0.39% | +207.1% |
Q1 2019 | $235,000 | – | 4,242 | – | 0.13% | – |
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% |