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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $359,000 | -5.5% | 4,727 | +0.0% | 0.08% | -1.2% |
| Q4 2021 | $380,000 | -2.8% | 4,726 | +0.0% | 0.08% | -1.2% |
| Q3 2021 | $391,000 | -11.9% | 4,725 | -20.8% | 0.08% | -24.3% |
| Q1 2021 | $444,000 | -3.1% | 5,963 | -11.2% | 0.11% | -13.3% |
| Q4 2020 | $458,000 | +16.8% | 6,715 | -4.9% | 0.13% | +0.8% |
| Q3 2020 | $392,000 | -3.7% | 7,061 | -8.8% | 0.13% | -11.8% |
| Q2 2020 | $407,000 | -21.9% | 7,743 | -37.3% | 0.14% | -37.4% |
| Q1 2020 | $521,000 | -45.1% | 12,349 | -21.7% | 0.23% | -30.7% |
| Q4 2019 | $949,000 | +1.9% | 15,772 | -4.2% | 0.33% | -0.9% |
| Q3 2019 | $931,000 | -9.3% | 16,459 | -8.4% | 0.34% | -11.8% |
| Q2 2019 | $1,026,000 | -0.4% | 17,975 | -3.4% | 0.38% | +0.3% |
| Q1 2019 | $1,030,000 | +8.1% | 18,603 | -6.4% | 0.38% | -10.6% |
| Q4 2018 | $953,000 | -5.6% | 19,874 | +13.8% | 0.42% | +6.3% |
| Q3 2018 | $1,010,000 | – | 17,468 | – | 0.40% | – |
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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% |