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 | $20,767,605 | -3.1% | 306,853 | +1.8% | 8.44% | -0.3% |
| Q2 2023 | $21,421,300 | +8.4% | 301,551 | +3.5% | 8.47% | +0.6% |
| Q1 2023 | $19,761,508 | +4.0% | 291,229 | +0.7% | 8.42% | -0.9% |
| Q4 2022 | $18,997,078 | +11.8% | 289,102 | +3.0% | 8.50% | +1.5% |
| Q3 2022 | $16,995,000 | -3.8% | 280,788 | -0.3% | 8.37% | -0.7% |
| Q2 2022 | $17,664,000 | -15.6% | 281,675 | +2.1% | 8.43% | -0.6% |
| Q1 2022 | $20,936,000 | -3.4% | 276,002 | +2.4% | 8.49% | +2.1% |
| Q4 2021 | $21,680,000 | +7.1% | 269,654 | +2.0% | 8.32% | -1.0% |
| Q3 2021 | $20,250,000 | +1.5% | 264,269 | +3.7% | 8.40% | +0.2% |
| Q2 2021 | $19,952,000 | +5.3% | 254,883 | +0.1% | 8.38% | -1.4% |
| Q1 2021 | $18,956,000 | +7.1% | 254,659 | -2.0% | 8.50% | +0.5% |
| Q4 2020 | $17,697,000 | +25.9% | 259,871 | +2.6% | 8.46% | +5.2% |
| Q3 2020 | $14,060,000 | +6.8% | 253,326 | +1.3% | 8.04% | 0.0% |
| Q2 2020 | $13,165,000 | +27.7% | 249,981 | +2.2% | 8.04% | +4.5% |
| Q1 2020 | $10,308,000 | -20.5% | 244,483 | +13.6% | 7.69% | -1.8% |
| Q4 2019 | $12,959,000 | +10.4% | 215,273 | +3.8% | 7.84% | +1.0% |
| Q3 2019 | $11,739,000 | +0.6% | 207,464 | +1.5% | 7.75% | -1.6% |
| Q2 2019 | $11,667,000 | +2.4% | 204,404 | -0.6% | 7.88% | -0.7% |
| Q1 2019 | $11,393,000 | +17.9% | 205,719 | +2.1% | 7.94% | +5.9% |
| Q4 2018 | $9,663,000 | -33.2% | 201,538 | -19.3% | 7.49% | -25.2% |
| Q3 2018 | $14,457,000 | +8.2% | 249,771 | +2.7% | 10.02% | +2.1% |
| Q2 2018 | $13,362,000 | +7.3% | 243,136 | +3.2% | 9.82% | +1.8% |
| Q1 2018 | $12,453,000 | +1.9% | 235,598 | +2.7% | 9.64% | +1.8% |
| Q4 2017 | $12,223,000 | – | 229,425 | – | 9.47% | – |
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% |