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 | $43,373 | -4.5% | 641 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $45,411 | +4.5% | 639 | -0.3% | 0.01% | -41.7% |
| Q1 2023 | $43,467 | +90.5% | 641 | +84.2% | 0.01% | +33.3% |
| Q4 2022 | $22,818 | +8.7% | 348 | +0.3% | 0.01% | -10.0% |
| Q3 2022 | $21,000 | -4.5% | 347 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $22,000 | -15.4% | 347 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $26,000 | -7.1% | 346 | -1.1% | 0.01% | -16.7% |
| Q4 2021 | $28,000 | +3.7% | 350 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $27,000 | 0.0% | 350 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $27,000 | +3.8% | 349 | 0.0% | 0.01% | -17.6% |
| Q1 2021 | $26,000 | +8.3% | 349 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $24,000 | -36.8% | 349 | -48.7% | 0.02% | -47.1% |
| Q3 2020 | $38,000 | -34.5% | 680 | -37.8% | 0.03% | -41.4% |
| Q2 2020 | $58,000 | +26.1% | 1,093 | +0.2% | 0.06% | +61.1% |
| Q1 2020 | $46,000 | -60.7% | 1,091 | -43.7% | 0.04% | -49.3% |
| Q4 2019 | $117,000 | – | 1,938 | – | 0.07% | – |
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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% |