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 | $1,171,693 | -0.7% | 17,312 | +4.2% | 0.42% | -3.7% |
| Q2 2023 | $1,180,285 | +9.6% | 16,617 | +4.7% | 0.43% | +3.9% |
| Q1 2023 | $1,077,059 | +13.0% | 15,874 | +9.3% | 0.42% | +3.2% |
| Q4 2022 | $952,960 | +10.6% | 14,525 | +2.0% | 0.40% | -8.2% |
| Q3 2022 | $862,000 | -1.9% | 14,242 | +1.7% | 0.44% | +10.9% |
| Q2 2022 | $879,000 | -10.8% | 14,009 | +7.9% | 0.40% | +5.9% |
| Q1 2022 | $985,000 | +1.7% | 12,981 | +7.7% | 0.37% | +13.7% |
| Q4 2021 | $969,000 | +6.6% | 12,049 | +1.6% | 0.33% | -7.9% |
| Q3 2021 | $909,000 | +0.2% | 11,857 | +2.3% | 0.36% | +3.5% |
| Q2 2021 | $907,000 | +6.7% | 11,588 | +1.5% | 0.34% | -0.3% |
| Q1 2021 | $850,000 | +17.6% | 11,416 | +7.6% | 0.34% | +13.1% |
| Q4 2020 | $723,000 | +34.9% | 10,607 | +9.8% | 0.30% | +10.9% |
| Q3 2020 | $536,000 | -0.7% | 9,663 | -5.8% | 0.28% | -9.8% |
| Q2 2020 | $540,000 | +47.9% | 10,260 | +18.5% | 0.30% | +17.3% |
| Q1 2020 | $365,000 | -20.3% | 8,658 | +13.8% | 0.26% | +2.0% |
| Q4 2019 | $458,000 | +9.3% | 7,611 | +2.6% | 0.26% | +6.7% |
| Q3 2019 | $419,000 | -3.9% | 7,417 | -2.8% | 0.24% | -4.4% |
| Q2 2019 | $436,000 | +9.0% | 7,629 | +5.7% | 0.25% | +10.1% |
| Q1 2019 | $400,000 | +22.7% | 7,216 | +6.0% | 0.23% | +63.3% |
| Q4 2018 | $326,000 | -9.9% | 6,807 | +1.6% | 0.14% | -35.9% |
| Q3 2018 | $362,000 | -1.6% | 6,700 | +2.1% | 0.22% | +1.4% |
| Q2 2018 | $368,000 | +17.6% | 6,564 | +10.9% | 0.21% | +3.9% |
| Q1 2018 | $313,000 | -7.4% | 5,920 | -2.0% | 0.21% | +29.6% |
| Q4 2017 | $338,000 | – | 6,043 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |